UBS

Financial Advisor Development Program - July 2025

UBS

New Jersey, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a recent graduate or young professional looking to jumpstart your career in the world of finance? UBS is seeking driven individuals to join our Financial Advisor Development Program in July 2025. This comprehensive program offers hands-on learning and mentorship to prepare you for a successful career as a Financial Advisor at one of the world's leading wealth management firms. We are looking for candidates who possess a strong work ethic, exceptional communication skills, and a passion for helping others achieve their financial goals. If you are ready to take on new challenges and make a meaningful impact in the financial industry, we welcome you to apply for this exciting opportunity.

  1. Participate in the Financial Advisor Development Program, with a focus on developing skills and knowledge in the field of finance.
  2. Learn and understand the various aspects of wealth management and financial planning.
  3. Attend training sessions and workshops to enhance skills and knowledge required for the role.
  4. Build relationships with clients and assist them in achieving their financial goals.
  5. Conduct market research and stay updated on industry trends and developments.
  6. Collaborate with experienced financial advisors and mentors to gain valuable insights and guidance.
  7. Develop and maintain a thorough understanding of UBS’s products and services.
  8. Adhere to all regulatory and compliance guidelines.
  9. Meet and exceed performance targets set by the company.
  10. Demonstrate exceptional communication skills and ability to effectively present complex financial information.
  11. Maintain a strong work ethic and consistently seek opportunities for growth and development.
  12. Represent UBS in a professional and ethical manner.
  13. Continuously seek ways to improve processes and contribute to the overall success of the program and the company.
  14. Stay committed to the program for the duration of the training period.
  15. Embrace challenges and adapt to changing environments in order to excel in the role.
Where is this job?
This job is located at New Jersey, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Business, Or Related Field.

  • Strong Interest In The Financial Services Industry And Desire To Pursue A Career As A Financial Advisor.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build Relationships With Clients.

  • Demonstrated Leadership Experience And Ability To Work Independently And As Part Of A Team.

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

Required Skills
  • Financial Analysis

  • Relationship Building

  • Investment Management

  • Risk assessment

  • Market trends

  • Portfolio analysis

  • Asset allocation

  • Client communication

  • Retirement planning

  • Wealth planning

  • Estate Planning

  • Tax Strategies

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 - July 2025 in New Jersey, USA is $60,000-$80,000 per year. However, this can vary depending on factors such as the specific company, location, and individual experience and qualifications. Some companies may offer higher salaries or additional benefits as part of their development program.

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 BeforeJune 21st, 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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