Financial Advisor Development Program - October 2025

City

El Segundo, Minneapolis, Nashville, Orlando, Philadelphia, San Francisco

Job Type

Full Time

Country / State

United States - California, United States - Florida, United States - Georgia, United States - Minnesota, United States - New Jersey, United States - North Carolina, United States - Pennsylvania, United States - Tennessee

Function Category

Financial Advisors

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team

The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.

The UBS Wealth Advice Center currently serves over ~200,000 clients. Our clients are served over the phone by a team of more than 300+ professionals including both Financial Advisors and Client Service Associates—who work individually with clients to understand their needs and assist them in achieving their goals.

The UBS Wealth Advice Center leadership team supports career advancement and internal mobility and will help guide you in your career journey at UBS. All new UBS Wealth Advice Center employees must commit to staying in the WAC for a minimum of three years before becoming eligible to transfer to another role internally.

Your expertise

• you will need to have a bachelor’s degree or equivalent, 2025 graduates welcome
• SIE required to be completed 30 days prior to joining UBS
• Series 7, and Series 66 will need to be obtained within 150 days of employment (Series 66 may be completed prior to start, highly recommended)
• background in business administration, wealth management, financial planning, or finance (preferred)
• completion of coursework on financial planning through a CFP Board Registered Program (preferred)

You are:

• investment savvy with a foundational understanding of financial markets
• passionate about financial planning and wealth management solutions
• someone who champions a client centric culture
• empathetic and curious
• goal-oriented and highly motivated to succeed
• personable and professional
• an excellent communicator with strong verbal and written skills, including active listening
• able to work well in a collaborative environment
• an individual who is capable of receiving and implementing feedback to better oneself

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

The base rate of pay offered for this role is $70,000