UBS Career Changer Program in Personal Banking

US careers in our UBS Wealth Advice Center

Want to become an expert in wealth management? We're building the next generation of financial advisors and associates.

Who we are

The UBS Wealth Advice Center (WAC) is a diverse team of 300+ financial advisors, relationship managers and client service associates, providing world-class personalized advice enhanced by powerful financial technology. We offer clients a convenient and customizable experience with all the flexibility and control. And when a personal touch is needed, our advisors are ready to navigate.

With our digital-led, advisor-driven services (and our commitment to client success), we deliver holistic wealth management solutions for every part of our clients‘ lives, businesses and beyond.

Join us and grow

Ready to take the next step? We clear the way for personal growth and development so you can define your career journey. If you’re motivated, you can hone your talents in an environment that's equally collaborative and diverse. And with a dynamic team that supports you all the way.

What we look for

Your development

Our in-office training is skills-based, immersive and focused on all the essentials for a successful career in wealth management – no cold calling and no requirement to bring in clients! You'll be ready to guide and advise our client base of 200,000+ households.

We enable aspiring financial advisors to gain a deep understanding of financial markets, relationship management, wealth management solutions, planning and investment strategies alongside industry veterans. And because the demand for WAC-developed junior talent is higher than ever, we have so many opportunities to join our top financial advisory teams.

Last but certainly not least, we believe pursuing your CFP is a must, so we fully support you with a reimbursable tuition policy.

Our programs

Wealth Management training designed for you

Everything we do is about meeting our clients’ needs. Our programs begin with several weeks of foundational training for both technical and professional skills (and you’ll earn your Series 7 and 66 securities licenses). You’ll also get tailored modules to keep up with the changing financial landscape and the latest tech. Our Wealth Advice Center (WAC) is a diverse team that provides personalized advice for our existing client base of over 200k households. Setting you up for long-term success is only the beginning.

Programs

Financial Advisor Development Program

This program is all about financial planning, products and client engagement. You’ll be building and deepening relationships with our clients and tapping into our technology for new solutions.

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If you want to become an expert financial advisor, this is the place to do it. And you’ll get to own all your appointments and outreaches while creating a white glove experience for our clients. After completing training and obtaining your series 7 and 66, you’ll focus on delivering expert advice while using our full suite of financial planning tools to create the solutions they need. You’ll also get to earn your CFP designation as part of our tuition reimbursement program.A full-time apprenticeship designed to provide enlisted military veterans the training, development and practical on-the-job experience necessary to build a successful career in financial services.

Workplace Wealth Advisor Program

In this program, you’ll get a deep understanding of all our Workplace Wealth Solutions offerings and hands-on experience with corporate participants. With so many different needs and expectations, you’ll have the skills to guide them toward a secure financial future.

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How do we define financial wellness? Well, you’re part of the answer. Our corporate clients have different employee segments and needs, and this program sets you up to become an expert for all of them. After completing your training and obtaining your series 7 and 66 licenses, you’ll provide guidance on budgeting, retirement planning, debt management and other personal finance topics such as equity compensation. You’ll learn to understand the financial goals of your clients and provide them with tailored wealth management solutions to help them build a strong and secure future in line with our compliances and procedures. Our training will help you evolve your career, and you can also earn your CFP designation with our tuition reimbursement program.

Wealth Management Associate Program

Here, you’ll get to dive into the service side of UBS, preparing for a future career as a financial advisor. This program helps aspiring professionals gain knowledge and experience of the wealth management industry from the ground up.

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Strong partnerships are key. So, you’ll be building relationships with financial advisors and coordinating with Operations on a variety of client situations and opportunities. After completing your training and getting your series 7 and 66 licenses, you’ll be able to really deepen your experience. If you’ve got an eye for risk, compliance and aligning with regulations, you're sure to be an excellent part of the team and a heavy hitter when it comes to maximizing client satisfaction.

Enlisted Veterans Apprenticeship Pathway (EVAP)

Ready for a full-time apprenticeship? This pathway hires vets directly into open roles in our Wealth Advice Center and Group Functions. First, you’ll get a business education and hands-on learning. You’ll also get a mentor from our UBS Veterans Network. If you’re currently pursuing a bachelor’s degree and transitioning (or less than 24 months) from active service, this might be the one for you.

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Your development

Right from the start, you’ll be a member of our Wealth Advice Center with all the connections and support needed to excel in your chosen field. Our training goes beyond getting your Series 7 and 66 licenses. It comes with formal coaching and leaders who take an active role in helping your career progress. With a competitive compensation package and tuition reimbursement for the CFP to top it all off.

What we look for

We love performance-driven people who share their unique perspectives. Ideally, you’re a people person who doesn’t shy away from a good challenge. The world of finance is fast paced, but we’re known for thoughtful and well-defined solutions. It’s how we’ve come this far. We’re a great place to build a career, so bring your ambitions and we’ll match them.

Eligibility and details

Criteria to join

Set yourself apart

Let’s connect

Want to know what your UBS career could look like? Join one of our sessions and get to know us, our programs and our application process.

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Join our talent community

I joined the Wealth Advice Center in 2017 as a Training Financial Advisor. At the beginning of the training program, I passed my Series 7 and 66 exams, as well as earned my CFP. Which is, by the way, one of my proudest accomplishments! It taught me how to be fluent in all aspects of financial planning, something that I would have not learned otherwise. The program also allowed me to progress very quickly – from learning operations, to supporting advisors, to eventually acting as a financial advisor for clients with assets up to $5 million!

Tiffany Stewart, Training Program Alumni

How you apply

Our process is designed to be objective and fair. We want everyone to have equal chances to drive recruitment success. Recruitment stages may differ slightly (according to program and region).

We make it very easy to apply, just submit an online application and upload your CV/resume.

Since we don’t ask for cover letters, let your CV do all the talking to reflect who you are.

We want to hear about your hobbies, your interests, academic achievements, work experience and what you’ve learned from these experiences.

Be sure to check out our ten step interactive roadmap to recruitment readiness. (PDF, 2 MB)

Everyone is welcome at UBS. And we’re committed to disability inclusion and making sure our application process is accessible for everyone. If you need reasonable accommodations or adjustments throughout our process, you can always contact us here.

We have three online assessments (dependant on your business area), as well as our culture match assessment.

AON’s website offers some practice assessments.

These need to be completed within seven days of receiving the invitation email – please note, you won’t be able to complete the assessments after the deadline. You also won’t be able to retake them, so make sure you can focus.

Why do companies use online assessments?

The abilities and behaviors we learn about from them are a great way to collect unbiased information.

How about our verbal or numerical reasoning tests?

These look at how you draw logical conclusions from complex verbal or numerical information from tables and charts.

And the inductive-logical reasoning test?

This is a fun one. We’re looking at logical rules in patterns and then applying them to different sets of patterns.

Our UBS Culture Match

Realistic, hypothetical work scenarios where you need to pick most effective course of action, in line with our UBS principles and behaviors.

After passing our online assessments (and if you’re a good fit), you might receive a link to record your video interview. This is where you can make a great first impression. Dress smartly, keep good eye contact with the camera and be concise.

People might worry that employers are using AI to review submissions. Rest assured; real live humans are the ones making decisions around here.

Check out some tips for a great video interview here.

Almost there! The last stage of the process is our final round virtual or in-person interviews.

Be sure to research UBS and the business area you’re applying to. Go beyond the facts and figures.

Also, don’t be afraid to ask us questions during the interview. Let’s get a conversation going. When you speak about your work, give us examples and tell us a story. The outcomes, opportunities and what you might have done differently. As interviewers, we want to connect with you.