Wealth Advice Center careers

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.

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.

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.

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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. 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.

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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

At the WAC, you have the opportunity to build relationships by running discovery, recommending solutions, accepting referrals, and working with many sectors of UBS.

Liz, Senior Wealth Strategy Associate