Financial Advisor Development Program - January 2025 - Military Veterans
at UBS Financial Services, Inc.
Are you passionate about finance and eager to embark on a rewarding career in wealth management? Are you a great listener and clear communicator? Are you someone who is goal-oriented and highly motivated to succeed? Do you hold your SIE or plan to complete your SIE soon? If yes, then we’re looking for someone like you to join our January 2025 Training Program that will prepare you to become a financial advisor.
Your development matters
The UBS Financial Advisor Development Program will offer you the opportunity to:
• develop a strong foundation in customer service, product knowledge, financial markets, financial planning, investment strategies, consultative selling, and wealth management solutions through interactive training sessions, live client interactions, and ongoing learning & development opportunities with experienced leaders
• grow professionally throughout an extensive and structured paid Financial Advisor Development Program
• build and deepen relationships with our existing client base by providing them with an exceptional client experience
• acquire your Series 7 & Series 66 FINRA Licenses
• obtain your Certified Financial Planner (CFP) designation, the standard of excellence in financial planning, as part of our tuition reimbursement program
• launch a successful career in a growing wealth management business with strong earning potential and career advancement
Job Responsibilities
• identify opportunities to create more holistic client experiences
• promptly handle inbound calls and effectively service client needs
• manage all appointments and outreaches as assigned
• deepen existing client relationships by conducting discovery conversations and making suitable investment recommendations
• analyze complex financial situations utilizing UBS’s digital and financial planning tools
• lead financial planning conversations with confidence
• implement financial planning solutions that support our client’s goals
• adhere to compliance and operational procedures and requirements to protect our clients
Charlotte, IA
At UBS Financial Services, we appreciate our veterans and are committed to providing opportunities in Financial Services. That‘s why we‘re interested in meeting talented individuals like you for our customized post-military programs!
Veterans Associate Program (VAP):
- 22-Week Internship in-person NYC/NJ (Application window is now closed)
- Provide tailored training, development, networking and mentoring opportunities for degreed transitioning veterans
- Divisionally aligned rotations across Global Wealth Management, the Investment Bank and Asset Management
- Key hiring areas: Global Wealth Management, Investment Banking, Asset Management
Enlisted Veterans Apprenticeship Program (EVAP):
- Provide tailored training and development for transitioning veterans pursuing their degree
- Full time apprenticeship across Wealth Advice Center and Group Functions
- Key hiring areas: Wealth Advice Center, Risk, Compliance, Wealth Management Operations, Investment Bank Operations and Corporate Functions opportunities.
Military Spouse Program
- Provide hybrid and remote full-time opportunities to the spouses of active-duty service members
- Tailored training and development for military spouses
- Opportunities across all business divisions
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Apply today!