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Ubs Financial Jobs (NOW HIRING)

UBS

Executive Team Assistant

Chicago, IL · On-site

Your team You will be working with UBS Financial Services - specifically UBS's Corporate Cash Management Group (CCMG) in Chicago, IL. UBS's Corporate Cash Management Group specializes in delivering ...

UBS

Client Associate

Cincinnati, OH · On-site

Your role UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in our Cincinnati Market. This position will play an ...

UBS

Executive Team Assistant

Chicago, IL · On-site

$60K - $70K/yr

Your team You will be working with UBS Financial Services - specifically UBS's Corporate Cash Management Group (CCMG) in Chicago, IL. UBS's Corporate Cash Management Group specializes in delivering ...

UBS

Financial Sponsors Group - Analyst

Menlo Park, CA · On-site

$110K/yr

Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... The Financial Sponsors Group consists of professionals located in Menlo Park, New York, London ...

UBS

Wealth Strategy Associate

Newport Beach, CA · On-site

$65K - $85K/yr

... Financial Advisor Team in: • Allocating funds to various investment solutions and managers • Portfolio Reviews • Investment Strategy • Client Relationship Management Join us At UBS, we know ...

UBS

US Life Sciences Associate

New York, NY · On-site

$225K - $242K/yr

... financial models • Draft individual company and sector-wide research reports for distribution to the UBS sales force, as well as clients • Analyze industry data to describe current and long-term ...

UBS

Senior Wealth Strategy Associate

Wayzata, MN · On-site

$65K - $85K/yr

... Financial Advisors in proactive client outreach in anticipating impacts on clients' portfolio Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who ...

UBS

Sr Wealth Strategy Associate

Wayzata, MN · On-site

$60K - $75K/yr

... financial advisors for potential change Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our ...

UBS

Client Associate

Wayzata, MN · On-site

... finance, communication, business • excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite About us UBS is a ...

UBS

Service Associate

Newport Beach, CA · On-site

$17 - $22.50/hr

... financial advisors and coordinating with the operations function • maintain risk awareness and regulatory knowledge Join us At UBS, we know that it's our people, with their diverse skills ...

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All JobsUbs Financial Jobs

UBS Financial information

See salary details

$31.5K

$71.6K

$115K

How much do ubs financial jobs pay per year?

As of Jun 29, 2026, the average yearly pay for ubs financial in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What does a UBS Financial Advisor do?

A UBS Financial Advisor provides personalized financial advice and wealth management services to clients, including individuals, families, and businesses. Their responsibilities include evaluating clients’ financial situations, recommending investment strategies, and helping clients achieve their short- and long-term financial goals. UBS Financial Advisors also assist with retirement planning, estate planning, and risk management. They work closely with clients to ensure that their portfolios align with their objectives and risk tolerance.

What opportunities for professional development and advancement can I expect in a UBS Financial Advisor role?

As a UBS Financial Advisor, you can expect a strong emphasis on professional development through ongoing training programs, mentorship, and access to industry certifications. UBS encourages career growth by offering clear pathways to more senior advisory or management positions, often based on performance and client portfolio growth. Advisors are supported by collaborative teams, including analysts and support staff, fostering skill-building and knowledge sharing. This environment not only helps you stay updated with market trends but also enables you to expand your expertise and client base, paving the way for long-term career advancement.

Is UBS better than JP Morgan?

UBS and JPMorgan are both leading financial institutions with strong global reputations. For job seekers, the choice depends on the specific role, work environment, and career goals, as UBS is known for wealth management and private banking, while JPMorgan offers a broader range of financial services including investment banking and asset management.

Why are so many people leaving the UBS?

High turnover at UBS can result from factors such as intense workload, competitive environment, and organizational restructuring. Employees in roles like financial advisors or analysts may leave due to stress, better opportunities, or changes in company policies. Job satisfaction and career growth opportunities also influence retention rates.

What are the key skills and qualifications needed to thrive as a UBS Financial Advisor, and why are they important?

To thrive as a UBS Financial Advisor, you need strong financial acumen, investment knowledge, and typically a bachelor’s degree in finance or a related field, along with relevant licenses like FINRA Series 7 and 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Excellent interpersonal skills, trustworthiness, and strong communication set top advisors apart when building client relationships. These skills and qualifications are crucial for delivering tailored advice, managing complex portfolios, and fostering long-term client trust within a highly regulated environment.

Is it hard to get hired at UBS?

Getting hired at UBS for financial roles can be competitive, often requiring relevant experience, strong technical skills, and a good understanding of financial regulations. The application process typically involves multiple interview stages and assessments to evaluate candidates' qualifications and fit for the role.

What is the difference between Ubs Financial vs Ubs Financial Advisor?

AspectUbs FinancialUbs Financial Advisor
CertificationsSeries 7, 63, 65/66, CFP (optional)Series 7, 63, 65/66, CFP (often required)
Work EnvironmentCorporate office, client meetings, financial planningClient-facing, advising clients, financial planning
Employer & Industry UsageFinancial services firm, investment banking, asset managementFinancial advisory services, wealth management

Ubs Financial generally refers to the broader financial services division within Ubs, encompassing various roles in investment banking, asset management, and financial analysis. Ubs Financial Advisor is a specific client-facing role focused on providing personalized financial advice and wealth management services. While both roles require similar certifications, the Financial Advisor role emphasizes direct client interaction and personalized planning, whereas Ubs Financial may include a wider range of financial functions within the firm.

Do UBS pay well?

UBS financial professionals typically receive competitive salaries that vary based on role, experience, and location. Entry-level positions may start with lower compensation, but experienced employees and those in senior roles often earn higher wages and bonuses aligned with industry standards. Overall, UBS is known for offering attractive pay packages within the financial services sector.
What cities are hiring for Ubs Financial jobs? Cities with the most Ubs Financial job openings:
What states have the most Ubs Financial jobs? States with the most job openings for Ubs Financial jobs include:
UBS Financial jobs near you
Infographic showing various Ubs Financial job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, and 99% Full Time. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.
Client Associate

Client Associate

UBS - Experienced professionals - job boards

Cincinnati, OH

Other

Posted 8 hours ago

Key responsibilities

  • Execute equity and fixed income trades across all accounts.

  • Manage investment models on the UBS trading system.

  • Collaborate with financial advisory team members to ensure client assets are invested in line with investment objectives.

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

13th of 142 rated banks

Job description

UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in our Cincinnati Market. This position will play an important role in implementing the team's equity and fixed income strategies as a trader and as a member of the investment committee. Responsibilities include executing equity and fixed income trades across all accounts, managing investment models on the UBS trading system, collaborating with financial advisory team members to ensure client assets are invested in line with investment objectives, and providing market updates to the investment committee.
The ideal candidate blends a passion for investing and the financial markets with exceptional organizational skills, attention to detail, and the drive to succeed in a fast-paced trading environment


Successful applicants will be trained on all necessary software programs and investment processes.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

UBS logo

About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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