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Ubs Financial Services (Was Piper Jaffray Purchased 8 06) Work Values
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Daily Duties at Ubs Financial Services (Was Piper Jaffray Purchased 8 06):
Developing book of individual clients. $15mm of assets and $110,000 Trailing 12. Also served as Branch Office Life Coordinator for 5 branches (42 financial advisors). Moved to West Chester, PA for marriage.
What they like about Ubs Financial Services (Was Piper Jaffray Purchased 8 06):
You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.
Tags
Series 7, Client Services Assistant, Financial Planning, Operations, Management, Securities Training, Series 66, Retirement Income Planning, Wilmington DE, Newark DE, PA, Philadelphia PA, Greater Philadelphia Area, Financial Advisor, Progress Towards CFP, Microsoft Office, ACT, Financial Planning Software, Life and health Insurance, Financial Plans, Meeting with Clients, Microsoft Word, Microsoft Excel, Outlook, Microsoft PowerPoint, Moneytree Software, Accounting, Tax Planning, Estate Planning, Seminar Presentations
Skills
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Software Implementation, Requirements Analysis & Specification, Leadership , Financial Plan Inputs, Development and Presentations, Seminar Marketing , Comprehensive Financial Planning, Wide range of investment product knowledge
Information about Ubs Financial Services (Was Piper Jaffray Purchased 8 06)
Company Rank: Not Available
Average length of employment : 3 years
Average salary of employees: $45,000
These are some of the questions we asked our climbers about their experiences with Ubs Financial Services (Was Piper Jaffray Purchased 8 06):
| 05| | ||
| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Ubs Financial Services (Was Piper Jaffray Purchased 8 06) had these interests:
| Magazines | |
|---|---|
senior market Advisor |
Focus on Senior Market for Financial Advisors |
| USTA |
Tennis Magazine - Play 3-4 times a week |
| Websites | |
| Horsesmouth http://www.horsesmouth.com |
General financial services Articles |
