Are you an aspiring wealth management professional, but don’t know where to start or what exactly you want to do? Are you a great listener, coachable, and a clear communicator? Are you a great problem solver and passionate about helping others? Do you have your SIE?

We’re looking for someone like you to join our Wealth Management Associate Program in January 2025 that will focus on your professional development while providing you multiple career paths to choose from at a leading global wealth management firm.

Your development matters.

The UBS Wealth Advice Center will offer the opportunity to:

• develop professionally through an extensive developmental Wealth Management Associate Program curriculum led by a team of experienced professionals, internal business partners across the bank, and external partnerships
• obtain your Series 7 and 66 securities licenses
• service and deepen relationships in our existing client base by providing them with exceptional wealth management services and solutions.
• partner closely with our Financial Advisors and work directly with our clients, preparing you to kick start your career in wealth management while you define your own career trajectory; ultimately to become a strong candidate for your next step in wealth management.

You will:
• support back and front office operational functions that will help you learn how the bank operates and how to effectively serve our clientele
• promptly answer client phone calls, delivering exceptional service and advice
• own all service requests and client outreaches assigned
• collaborate with your team and across the bank to solve client inquiries
• understand and adhere to compliance and operational procedures and requirements to protect our client’s
• follow up and own client requests to ensure a positive client outcomes