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      How UBS helps advisors deliver for their clients

      We are excited about your future here. You can expect a level of resources and support you won’t find elsewhere: Top-rated workplace and advisor-centric culture with an empowered local leadership team.

      Why UBS?

      More growth is possible with the world's leading wealth manager behind you.

      Live conversations with recently joined Advisors

      Speak directly with a UBS Financial Advisor who recently joined from your firm about how UBS can help grow your business.

      Schedule a candid consultation now

      Podcast conversations with recently joined Advisors

      Listen to podcasts from recent advisors who have moved to UBS from firms like yours.

      Listen to podcasts series now

      UBS in the US

      More than half of our assets are in the US​

      The US is a core market for UBS today and tomorrow. We aspire to grow further as the world's largest wealth manager—and that means growing our presence in the world's largest market. 

      Learn more about why the US remains a priority market

      An advisor-centric (and client-centric) culture​

      How all we do is focused on wealth management and the best possible experience for clients.
       

      Learn how we support advisors and their clients

      World-class leadership and industry recognition

      Outstanding and effective thought leadership, a strong investment offering, unmatched client access, some of the best talent in the industry, and a respected brand. ​

      Learn more about how the world’s leading wealth manager can benefit your business

      Benefits

      Our benefits and workplace perks are designed to support your total well-being.

      UBS benefits advantage

      Forward-looking benefits​

      You'll find comprehensive benefits—many you won't find elsewhere—across the physical, emotional, financial and family dimensions of your life. 
       

      Explore our robust range of benefits now

      Our multifaceted approach to safeguarding client assets

      UBS continues to be recognized as a leader among the largest and strongest firms globally.

      Read more

      Process

      When you join UBS, we focus on you, so you can focus on your clients.

      Success factors

      Top attributes of UBS Financial Advisors

      Discover what we see in Advisors who tend to be most successful here at UBS.

       Learn more about how UBS can help elevate your success

      Transition support team

      Making a successful move

      We integrate white-glove concierge services to simplify the recruiting process and ensure a smooth transition for you and your clients.  ​
       

      Learn how we can support a successful transition

      UBS Financial Advisor Recruiting process

      Transparency reduces uncertainty

      Our advisor recruiting process is built on clarity and transparency. With a commitment to supporting the needs of advisors, we look to make the overall process less time-consuming, saving you worry and uncertainty.

      Review the recruiting process in more detail

      Compensation

      From before you start until retirement and beyond, we support you at every step with the resources you need to optimize your success. 

      Financial Advisor compensation and reward

      Our plan is designed to promote loyalty, growth and productivity

      It’s important to be rewarded for the business you’ve built. Our compensation plan rewards growth and loyalty with an industry-leading treatment for teams.
       

      Learn more about how we build our comp plan to support your growth

      The UBS teaming difference​

      How to best serve clients with an advisor team model​

      Find out how our UBS Signature Team platform works and why the advisor team model is so important to us.​
       

      Learn more about how we support teams

      The UBS Aspiring Legacy Financial Advisor Program

      Transition your business on your terms

      The ALFA (Aspiring Legacy Financial Advisor) program is one of the most competitive transition programs in the industry designed to help you transition on your terms.

      Find out how you can transition your business with our ALFA program

       To explore if UBS is the right fit for you, submit your contact information.