ubs
The program is designed for upcoming and recent graduates to start a career as a financial advisor, offering a paid, structured development experience that includes customer service, financial planning, and wealth management training. Participants will receive support to obtain Series 7, Series 66, and CFP designations while building relationships with existing clients and delivering comprehensive financial advice.
UBS is a Swiss-headquartered global financial services firm operating in over 50 countries that provides wealth management, investment banking, and asset management services. It serves high-net-worth individuals, institutions and corporate clients with advisory, investment, lending and capital markets solutions. UBS emphasizes integrated, client-focused advice, global market access and risk and regulatory expertise. In the United States it offers tailored private banking, wealth planning and investment solutions alongside its capital markets and advisory capabilities.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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ubs didn’t post a salary, so this is our estimate from similar listings.