YOUR EXPERTISE

We’re looking for a candidate who:

• has completed their bachelor’s degree or equivalent. A background in business administration, wealth management, financial planning, or finance is preferred. Coursework on financial planning through a CFP Board Registered Program is preferred
• has completed the SIE at least 30 days before joining and is expected to pass the Series 7 and Series 66 within 150 days of starting. Series 66 is highly recommended to be completed prior to starting. Combination of both the Series 63 and the Series 65 exams can be substituted for the Series 66 exam
• has values that align with ours: hard-working, trustworthy, dedicated and collaborative
• is a strategic thinker with strong communication skills
• is motivated to work in a business with high demands and tight deadlines

We’re looking for someone who’s curious and wants to thrive in a business that never stops moving. We welcome all majors, but it’s important to have an interest in the financial industry. We want to see what makes you unique and discover what you can bring to our team.
Please note, this position is not eligible for any employment-based immigration sponsorship. Additionally, UBS will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship including optional practical training (OPT) or curricular practical training (CPT).

ABOUT US

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Interested in working in financial services, specifically as a financial advisor serving clients, but not sure where to start? Do you want to work for a firm with a truly global footprint that consistently ranks among the world’s top financial institutions? We’re looking for ambitious students to join our 2026 Financial Advisor Development Program

You’ll get to:

• gain knowledge in customer service, financial markets, planning, investment strategies, banking and wealth management through interactive training, guidance from experienced leaders, and client interactions
• obtain Series 7 and Series 66 FINRA licenses and Certified Financial Planner (CFP) designation, the standard of excellence in financial planning, with full tuition reimbursement support. Combination of both the Series 63 and the Series 65 exams can be substituted for the Series 66 exam
• develop and deepen connections with clients by providing exceptional experiences, answering inquiries promptly, and managing appointments
• support back and front office operations, adhere to regulatory requirements, and use digital tools to provide holistic financial advice on portfolio management and investment selection