UBS

Financial Advisor Development Program - July 2025

UBS

Ocean County, NJ, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a driven and ambitious individual looking to kickstart your career in the financial industry? Look no further, because UBS is currently seeking candidates for our Financial Advisor Development Program starting in July 2025. This program offers a unique opportunity for recent graduates and career switchers to receive comprehensive training and hands-on experience in wealth management and financial advising. We are looking for individuals who are passionate about building relationships, providing top-notch financial advice, and driving their own success. If you possess strong communication skills, a strong work ethic, and a desire to excel in a fast-paced environment, we want to hear from you. Keep reading to learn more about this exciting opportunity.

  1. Participate in the UBS Financial Advisor Development Program to receive comprehensive training and hands-on experience in wealth management and financial advising.
  2. Build and maintain relationships with clients, providing top-notch financial advice and guidance.
  3. Develop a thorough understanding of UBS products and services, as well as industry regulations and compliance standards.
  4. Proactively seek out and pursue new business opportunities.
  5. Collaborate with colleagues and mentors to continuously improve skills and knowledge.
  6. Demonstrate a strong work ethic and the ability to meet and exceed performance targets.
  7. Communicate effectively with clients, colleagues, and superiors, both verbally and in writing.
  8. Maintain accurate and detailed records of client interactions and financial transactions.
  9. Stay up-to-date on market trends, economic developments, and industry news to better serve clients.
  10. Adhere to UBS's values and ethical standards, maintaining confidentiality and professionalism at all times.
  11. Drive personal and professional growth by actively seeking feedback and taking advantage of learning opportunities.
  12. Embrace a fast-paced and dynamic work environment, adapting to changing priorities and client needs.
  13. Represent UBS in a positive and professional manner, both internally and externally.
  14. Continuously strive to exceed client expectations and provide exceptional service.
  15. Uphold UBS's reputation as a leader in the financial industry and contribute to the overall success of the company.
Where is this job?
This job is located at Ocean County, NJ, USA
Job Qualifications
  • Strong Analytical And Problem-Solving Skills.

  • Excellent Communication And Interpersonal Skills.

  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Previous Experience In Finance, Sales, Or Customer Service.

  • Series 7 And 66 Licenses (Or Ability To Obtain Within A Specified Timeframe).

Required Skills
  • Financial Planning

  • Investment Management

  • Portfolio Management

  • Risk assessment

  • Market analysis

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Financial

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Advisor Development Program - July 2025 in Ocean County, NJ, USA is between $45,000 and $80,000 per year. However, this may vary depending on the specific company, location, and individual qualifications and experience of the candidate. Additionally, financial advisors may also receive bonuses and commissions based on their performance.

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 PostedJanuary 13th, 2025
Apply BeforeAugust 19th, 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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