Are you passionate about finance and eager to embark on a rewarding career in wealth management? Are you a great listener and clear communicator? Are you someone who is goal-oriented and highly motivated to succeed? Do you hold your SIE or plan to complete your SIE soon? If yes, then we’re looking for someone like you to join our July 2025 Training Program that will prepare you to become a financial advisor.

Your development matters

The UBS Financial Advisor Development Program will offer you the opportunity to:

• develop a strong foundation in customer service, product knowledge, financial markets, financial planning, investment strategies, consultative selling, and wealth management solutions through interactive training sessions, live client interactions, and ongoing learning & development opportunities with experienced leaders
• grow professionally throughout an extensive and structured paid Financial Advisor Development Program
• build and deepen relationships with our existing client base by providing them with an exceptional client experience
• acquire your Series 7 & Series 66 FINRA Licenses
• obtain your Certified Financial Planner (CFP) designation, the standard of excellence in financial planning, as part of our tuition reimbursement program
• launch a successful career in a growing wealth management business with strong earning potential and career advancement

Job Responsibilities

• support a wide range of back and front office operational functions that will help you learn how the firm operates and how to effectively serve our clientele
• promptly answer client phone calls, manage all appointments, and outreaches assigned, delivering exceptional service and advice
• collaborate across the firm to solve client inquiries, follow up, and own client requests to ensure positive client outcomes
• understand and adhere to regulatory requirements, compliance, and operational procedures to protect our clients
• build and maintain strong relationships with clients through deeper conversations to identify opportunities that lead to more holistic client experiences
• deepen existing client relationships by conducting discovery conversations, implementing UBS’s digital planning tools, and delivering expert financial advice, including portfolio management, asset allocation, and investment selection
• participate in development workshops that include interactive training sessions, live client interactions, and ongoing learning & development opportunities with experienced leaders