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 ...
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 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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Supervisory Officer, UBS Wealth Advice Center
Weehawken, NJ · On-site
$105K - $130K/yr
We are a collaborative management team supporting our Financial Advisors as they deliver world ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Supervisory Officer, UBS Wealth Advice Center
Weehawken, NJ · On-site
$105K - $130K/yr
We are a collaborative management team supporting our Financial Advisors as they deliver world ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
UBS Veterans Associate Program (VAP) 2027
New York, NY · On-site
$52.88/hr
UBS is committed to hiring and developing high-performing transitioning Service Members and ... During the program, you will build technical finance capability, apply it on a team placement, and ...
UBS Veterans Associate Program (VAP) 2027
New York, NY · On-site
$52.88/hr
UBS is committed to hiring and developing high-performing transitioning Service Members and ... During the program, you will build technical finance capability, apply it on a team placement, and ...
Senior Wealth Strategy Associate (DOD SkillBridge Trainee)
New York, NY · On-site
$85K - $115K/yr
UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning services members approved for DOD SkillBridge will be considered • assist financial ...
Senior Wealth Strategy Associate (DOD SkillBridge Trainee)
New York, NY · On-site
$85K - $115K/yr
UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning services members approved for DOD SkillBridge will be considered • assist financial ...
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 ...
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 is committed to hiring and developing high-performing transitioning Service Members and ... Instructor-led finance & analytics training (Weeks 1-2): complete intensive coursework (e.g., Excel ...
UBS is committed to hiring and developing high-performing transitioning Service Members and ... Instructor-led finance & analytics training (Weeks 1-2): complete intensive coursework (e.g., Excel ...
Wealth Strategy Associate
San Francisco, CA · On-site
$72K - $85K/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 ...
Wealth Strategy Associate
San Francisco, CA · On-site
$72K - $85K/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 ...
Product Owner (Digital Platforms - Financing)
New York, NY · On-site
$233K - $251K/yr
At UBS, we re-imagine the way we work, the way we connect with each other - our colleagues, clients ... Key Responsibilities • help define the Global Markets Financing Product strategy focusing on ...
Product Owner (Digital Platforms - Financing)
New York, NY · On-site
$233K - $251K/yr
At UBS, we re-imagine the way we work, the way we connect with each other - our colleagues, clients ... Key Responsibilities • help define the Global Markets Financing Product strategy focusing on ...
Unified Global Banking Analyst
New York, NY · On-site
$110K/yr
Your team The Unified Global Banking (UGB) - Americas Team originates and executes new business opportunities between UBS Global Wealth Management and Global Banking. Our team covers financial ...
Unified Global Banking Analyst
New York, NY · On-site
$110K/yr
Your team The Unified Global Banking (UGB) - Americas Team originates and executes new business opportunities between UBS Global Wealth Management and Global Banking. Our team covers financial ...
... 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 ...
... 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 ...
Registered Client Service Associate
Florham Park, NJ · On-site
$75K - $85K/yr
Does financial data excite you? We're looking for a Registered Client Associate to: • assist ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Registered Client Service Associate
Florham Park, NJ · On-site
$75K - $85K/yr
Does financial data excite you? We're looking for a Registered Client Associate to: • assist ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
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 ...
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 ...
Senior Wealth Strategy Associate
New York, NY · On-site
$85K - $115K/yr
... Finance, Portfolio and fund management, Quantitative Analysis Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We ...
Senior Wealth Strategy Associate
New York, NY · On-site
$85K - $115K/yr
... Finance, Portfolio and fund management, Quantitative Analysis Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We ...
Your role Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our ...
Your role Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our ...
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 ...
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 Financial information
See salary details
$31.5K - $39.1K
6% of jobs
$44.7K is the 25th percentile. Wages below this are outliers.
$39.1K - $46.7K
25% of jobs
$46.7K - $54.3K
13% of jobs
The median wage is $61.2K / yr.
$54.3K - $61.9K
6% of jobs
$61.9K - $69.5K
4% of jobs
$69.5K - $77K
12% of jobs
$77K - $84.6K
6% of jobs
$87.5K is the 75th percentile. Wages above this are outliers.
$84.6K - $92.2K
6% of jobs
$92.2K - $99.8K
8% of jobs
$99.8K - $107.4K
7% of jobs
$107.4K - $115K
5% of jobs
$31.5K
$71.6K
$115K
How much do ubs financial jobs pay per year?
As of Jun 9, 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.
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.
What is the difference between Ubs Financial vs Ubs Financial Advisor?
| Aspect | Ubs Financial | Ubs Financial Advisor |
|---|---|---|
| Certifications | Series 7, 63, 65/66, CFP (optional) | Series 7, 63, 65/66, CFP (often required) |
| Work Environment | Corporate office, client meetings, financial planning | Client-facing, advising clients, financial planning |
| Employer & Industry Usage | Financial services firm, investment banking, asset management | Financial 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.
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:
Job description
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 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.
Your team
You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management.
Your expertise
• Strong analytical and organizational skills.
• Series 7 and 66 licenses (or commitment to earning them shortly after hire).
• The ability to work under pressure and implement complex trading strategies under deadlines with a high level of attention to detail.
• Excellent communication skills and the ability to collaborate well on a team.
• Good command of Microsoft Office and comfort learning and using trading software.
• Bachelor's degree, or equivalent, with a Finance focus a plus.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
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 craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
Your team
You will be working with a large team in Cincinnati, Ohio that services over 250 households with approximately $1 billion assets under management.
Your expertise
• Strong analytical and organizational skills.
• Series 7 and 66 licenses (or commitment to earning them shortly after hire).
• The ability to work under pressure and implement complex trading strategies under deadlines with a high level of attention to detail.
• Excellent communication skills and the ability to collaborate well on a team.
• Good command of Microsoft Office and comfort learning and using trading software.
• Bachelor's degree, or equivalent, with a Finance focus a plus.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
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 craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
About UBS Financial Services
Sourced by ZipRecruiter
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Weehawken, NJ, US