Live consultations

Speak candidly with recent recruits from your firm

For many successful advisors considering a new firm, hearing from recent recruits is paramount. That’s why we give you opportunities to hear firsthand from new joiners—candidly.

Speak with a UBS Financial Advisor who recently joined from your firm.

Have a personal, candid conversation with someone who:

Understands your current working environment
Can answer your questions
Can explicitly walk you through the opportunities at UBS

Fill out the form below to be connected with an Advisor Recruiting specialist on our team who will:

Spend some time understanding your needs
Set up a candid consultation with a recent joiner with a similar background and/or a field leader in your respective market

Schedule a call

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Legal Notice

UBS Financial Services Inc. Advisor Recruiting

This privacy disclaimer is issued by UBS Financial Services Inc. (“UBS”, “We”).

In the context of recruitment, we collect and process the following personal information: Personal details & identification (e.g., name), Physical and electronic address data (e.g., private e-mail, private phone), unique identifier (e.g., candidate number) (“Personal Data”).

We collect and process your Personal Data for the purpose of recruiting and application handling (the “Purpose”).

Provision of your Personal Data is voluntary; however, we may not be able to process your application if you decide not to provide it.

Your Personal Data may be shared with and processed by UBS Group companies, third parties or service providers globally to carry out the Purposes. If Data is transferred abroad, it may no longer be protected by your local laws and may fall under foreign regulations that allow the Data to be passed to relevant local authorities or other third parties.

We will retain your Personal Data for as long as necessary to fulfil the Purpose.

For more information about how UBS processes your data including how we protect your data, your rights in respect of your data and contact details of the Group Data Protection Office, please refer to our Privacy Notice here https://www.ubs.com/global/en/legal/general-disclosures/candidate-privacy-notice.html. If you are in a country that does not have a dedicated privacy notice on the pages linked above, by accepting the terms set out in this disclaimer, you consent to the processing of your Personal Data as set out above.

If you have any general questions, please contact us at advisorrecruitingwm@ubs.com or for data protection-specific questions contact dpo-us@ubs.com.

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Don’t have the time now to speak directly with a recently joined UBS Financial Advisor from your firm?

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