at UBS
Bulge Bracket Investment BanksPosted a month ago
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**Financial Advisor Development Program (Charlotte) - Join 2027 Cohort** Looking to launch a career in financial services, specifically as a financial advisor? Our global, top-ranked firm seeks upcoming and recent graduates for our 2027 Financial Advisor Development Program. Key responsibilities include developing product knowledge, financial planning, investment strategies, and wealth management solutions. You will serve clients, grow professionally, obtain Series 7 and Series 66 FINRA licenses, and earn Certified Financial Planner (CFP) designation. Support operational functions, manage client calls, and maintain strong client relationships. Collaborate cross-functionally, adhere to regulations, and drive holistic client experiences.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
| 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 upcoming and recent grads to join our 2027 Financial Advisor Development Program. Youll get to: develop a strong foundation in customer service, product knowledge, financial markets, financial planning, investment strategies, banking solutions, consultative selling, and wealth management solutions grow professionally throughout a paid, extensive, and structured 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 and 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 Additional job responsibilities: support a wide range of back and front office operational functions that will help you learn how the firm operates and how to effectively serve our clients promptly answer client phone calls, manage all appointments, and outreaches assigned, delivering exceptional service and advice collaborate across the firm to solve client inquiries, follow up, and own client requests to ensure positive client outcomes understand and adhere to regulatory requirements, compliance, and operational procedures to protect our clients build and maintain strong relationships with clients through deeper conversations to identify opportunities that lead to more holistic client experiences deepen existing client relationships by conducting discovery conversations, implementing UBSs digital planning tools, and delivering expert financial advice, including portfolio management, asset allocation, and investment selection participate in development workshops that include interactive training sessions, live client interactions, and ongoing learning and development opportunities with experienced leaders | Show more 2027 July - Financial Advisor Development Program - Dallas |
