UBS

Financial Advisor Development Program - October 2025

UBS

California, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a recent graduate looking for an exciting and challenging career in the financial industry? UBS is seeking talented individuals to join our Financial Advisor Development Program in October 2025. This program provides a unique opportunity for individuals to gain hands-on experience and develop the skills necessary to become successful financial advisors. We are looking for driven and motivated individuals who have a strong passion for finance and a desire to help clients achieve their financial goals. If you are eager to learn, have excellent communication skills, and are driven by results, we want to hear from you! Join our team and embark on a rewarding career with one of the world's leading financial institutions.

  1. Participate in the Financial Advisor Development Program, beginning in October 2025.
  2. Gain hands-on experience and develop skills necessary to become a successful financial advisor.
  3. Demonstrate a strong passion for finance and a desire to help clients achieve their financial goals.
  4. Continuously learn and adapt to changing market conditions and industry trends.
  5. Build and maintain strong relationships with clients, providing exceptional customer service.
  6. Conduct thorough research and analysis to assist clients in making informed financial decisions.
  7. Collaborate with team members and senior financial advisors to develop and implement effective strategies for clients.
  8. Stay up-to-date on regulatory requirements and compliance policies.
  9. Meet and exceed performance targets and goals.
  10. Effectively communicate complex financial information to clients in a clear and concise manner.
  11. Continuously seek opportunities for professional growth and development.
  12. Represent UBS in a professional and ethical manner at all times.
  13. Maintain accurate and up-to-date client records and documentation.
  14. Embody UBS' values of integrity, excellence, and collaboration in all interactions.
  15. Embrace a culture of continuous improvement and contribute innovative ideas to enhance the program and services offered to clients.
Where is this job?
This job is located at California, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

  • Bachelor's Degree In Finance, Economics, Or A Related Field From An Accredited University.

  • Strong Analytical And Mathematical Skills, With A Solid Understanding Of Financial Markets And Investment Strategies.

  • Proven Track Record Of Leadership And Teamwork, With The Ability To Thrive In A Fast-Paced And Competitive Environment.

  • Series 7 And 66 Licenses, Or Willingness To Obtain Them Within The First Year Of The Program.

Required Skills
  • Risk Management

  • Communication Skills

  • Financial Planning

  • Networking

  • Market Research

  • Time Management

  • Teamwork

  • Client Relationship Management

  • wealth management

  • Portfolio analysis

  • Investment Strategies

  • Sales Techniques

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Advisor Development Program - October 2025 in California, USA is $68,000 - $100,000 per year. This range can vary depending on the specific company and location within California. Additionally, bonuses and commissions may also be included in the overall compensation package for this type of role.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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