UBS manages the largest amount of private wealth in the world, counting approximately half of The World’s Billionaires among its clients. UBS also maintains a global investment bank and is considered a primary market maker.
2026 April – Financial Advisor Development Program – Seal Beach
Your role
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
Your team
You’ll be working in the UBS Wealth Advice Center (WAC) offering guidance to Emerging Affluent clients through a hybrid digital experience. Located in Weehawken, New Jersey and Charlotte, North Carolina, the WAC serves over 200,000 clients remotely via inbound and outbound calls. The team consists of more than 300 professionals including Financial Advisors and Client Service Associates. The leadership team supports career advancement and will help you every step of the way once you complete your three-year requirement with the business.
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
• 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).
Salary information
The base rate of pay offered for this role is $70,000
Your program
Our Financial Advisor Development Program is 36 months long and is designed to help you develop the skills you need to grow your career. To start, the program introduces you to our firm, provides professional and technical training and teaches you core skills and knowledge about becoming a Financial Advisor. And it continues from there: by learning from your colleagues, you’ll have plenty of opportunities to develop new skills and build your network. If you’re ready to work where no two days are the same, this program is for you.
Client Associate
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Detailed salary information:
• New York: the salary range for this role is $68000 to $75000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You’ll be working with a Private Wealth Management team in the New York City office. As a Client Associate you will play an important role in working with a professional and highly respected team.
Your expertise
• series 7 and 66 licenses (for registered CAs only)
• ideally 2-3 years of experience in client service, within the finance sector
• Bachelor degree preferred, focusing on Finance
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
US Only: The expected salary range for this role is $68000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
2026 April – Financial Advisor Development Program – Winter Park
Your role
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
Your team
You’ll be working in the UBS Wealth Advice Center (WAC) offering guidance to Emerging Affluent clients through a hybrid digital experience. Located in Weehawken, New Jersey and Charlotte, North Carolina, the WAC serves over 200,000 clients remotely via inbound and outbound calls. The team consists of more than 300 professionals including Financial Advisors and Client Service Associates. The leadership team supports career advancement and will help you every step of the way once you complete your three-year requirement with the business.
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
• 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.
2026 April – Financial Advisor Development Program – Manhattan Beach
Your role
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
Your team
You’ll be working in the UBS Wealth Advice Center (WAC) offering guidance to Emerging Affluent clients through a hybrid digital experience. Located in Weehawken, New Jersey and Charlotte, North Carolina, the WAC serves over 200,000 clients remotely via inbound and outbound calls. The team consists of more than 300 professionals including Financial Advisors and Client Service Associates. The leadership team supports career advancement and will help you every step of the way once you complete your three-year requirement with the business.
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
• 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).
Salary information
The base rate of pay offered for this role is $70,000
Your program
Our Financial Advisor Development Program is 36 months long and is designed to help you develop the skills you need to grow your career. To start, the program introduces you to our firm, provides professional and technical training and teaches you core skills and knowledge about becoming a Financial Advisor. And it continues from there: by learning from your colleagues, you’ll have plenty of opportunities to develop new skills and build your network. If you’re ready to work where no two days are the same, this program is for you.
Your role
Are you a motivated self-starter? Can you take an assignment and run with it? If you’re ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you.
We welcome interns to become a part of our team. You will work with our experts and learn about the industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You’ll leave with a lot more than a job listing on your resume.
• work on projects that have real impact on clients
• support our team of wealth management experts
• gain product knowledge from internal and external partner sessions to support your team
• plan team marketing events and material
• assist with the responsibilities of running an entrepreneurial business model
Your team
You’ll be working within the Rancho Bernardo WMA branch office where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth families, high-net worth families, and business owners.
Your expertise
Ideally enrolled in two or four year college or university. In particular, you have:
• a balanced resume which includes solid academic performance and campus involvement
• a genuine interest in developing a career in Wealth Management
You are:
• positive with a can-do approach
• analyze a problem, come up with ideas and make a decision
• show good judgment
• plan, organize and make things happen
• communicate well and work within a team
• stick with a task
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The base rate of pay offered for this role is $20.00/hour
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