... meet their financial goals through financial advisors who deliver products and services ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
... meet their financial goals through financial advisors who deliver products and services ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Service Associate
San Francisco, CA · On-site
$85K - $95K/yr
... 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 ...
Service Associate
San Francisco, CA · On-site
$85K - $95K/yr
... 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 ...
Client Service Associate
$13.75 - $19/hr
... Financial Advisor team in the Palm Beach Gardens Office. As a Client Associate, you'll play an ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Service Associate
$13.75 - $19/hr
... Financial Advisor team in the Palm Beach Gardens Office. As a Client Associate, you'll play an ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
... to financial advisors. You'll: - keep management systems up to date with client information ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
... to financial advisors. You'll: - keep management systems up to date with client information ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Service Associate
Newport Beach, CA · On-site
$60K - $77K/yr
... 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 ...
Service Associate
Newport Beach, CA · On-site
$60K - $77K/yr
... 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 ...
Service Associate
Newport Beach, CA · On-site
$17 - $22.50/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Service Associate
Newport Beach, CA · On-site
$17 - $22.50/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
As a Client Associate, you'll play an important role in in assisting the Financial Advisors in ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
As a Client Associate, you'll play an important role in in assisting the Financial Advisors in ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
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 ... We advise clients across all industries and geographies. Your expertise • Ideally 1+ years of ...
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 ... We advise clients across all industries and geographies. Your expertise • Ideally 1+ years of ...
Client Associate
Palo Alto, CA · On-site
$73K - $80K/yr
... to financial advisors. You'll: - keep management systems up to date with client information ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Associate
Palo Alto, CA · On-site
$73K - $80K/yr
... to financial advisors. You'll: - keep management systems up to date with client information ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Service Associate
Fort Lauderdale, FL · On-site
$15 - $20/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 ...
Service Associate
Fort Lauderdale, FL · On-site
$15 - $20/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 ...
Client Associate
Wayzata, MN · On-site
$55K - $65K/yr
... meet their financial goals through financial advisors who deliver products and services ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Client Associate
Wayzata, MN · On-site
$55K - $65K/yr
... meet their financial goals through financial advisors who deliver products and services ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
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 ... We advise clients across all industries and geographies. Your expertise • Ideally 1+ years of ...
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 ... We advise clients across all industries and geographies. Your expertise • Ideally 1+ years of ...
Client Associate
Anchorage, AK · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Your team You'll be working in the Anchorage office, supporting a team of financial advisors in the ...
Client Associate
Anchorage, AK · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Your team You'll be working in the Anchorage office, supporting a team of financial advisors in the ...
... UBS Branch alongside the Ohio, Indiana, Kentucky Market Management Team. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors ...
... UBS Branch alongside the Ohio, Indiana, Kentucky Market Management Team. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors ...
Service Associate
$15 - $19.75/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 ...
Service Associate
$15 - $19.75/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 ...
Service Associate
Fort Lauderdale, FL · On-site
$15 - $20/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 ...
Service Associate
Fort Lauderdale, FL · On-site
$15 - $20/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 ...
Service Associate
San Francisco, CA · On-site
$18.50 - $24.75/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Service Associate
San Francisco, CA · On-site
$18.50 - $24.75/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Service Associate
Boca Raton, FL · On-site
$15 - $20/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 ...
Service Associate
Boca Raton, FL · On-site
$15 - $20/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 ...
Registered Client Associate
Los Angeles, CA · On-site
$65K - $75K/yr
... financial advisors or working in a client-focused environment? We're looking for a Registered ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Registered Client Associate
Los Angeles, CA · On-site
$65K - $75K/yr
... financial advisors or working in a client-focused environment? We're looking for a Registered ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Retirement Plan Admin
Weehawken, NJ · On-site
$70K - $93K/yr
Your team You will work closely with Retirement Plan Advisors, Financial Advisors, internal ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Retirement Plan Admin
Weehawken, NJ · On-site
$70K - $93K/yr
Your team You will work closely with Retirement Plan Advisors, Financial Advisors, internal ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Ubs Financial Advisor information
See salary details
$36K - $45.8K
3% of jobs
$45.8K - $55.6K
3% of jobs
$55.6K - $65.5K
10% of jobs
$65.5K - $75.3K
9% of jobs
$75.5K is the 25th percentile. Wages below this are outliers.
$75.3K - $85.1K
11% of jobs
$85.1K - $94.9K
8% of jobs
The median wage is $101.3K / yr.
$94.9K - $104.7K
11% of jobs
$104.7K - $114.5K
10% of jobs
$114.5K - $124.4K
10% of jobs
$126.8K is the 75th percentile. Wages above this are outliers.
$124.4K - $134.2K
8% of jobs
$134.2K - $144K
19% of jobs
$36K
$102.1K
$144K
How much do ubs financial advisor jobs pay per year?
As of Jun 11, 2026, the average yearly pay for ubs financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.
Why are financial advisors leaving the UBS?
Financial advisors at UBS may leave due to factors such as organizational restructuring, compensation changes, increased workload, or seeking better career opportunities elsewhere. High turnover can also result from industry-wide shifts toward digital advice platforms and evolving client expectations.
What does a UBS Financial Advisor do?
A UBS Financial Advisor helps clients manage their wealth and achieve financial goals through personalized investment strategies, retirement planning, and risk management. They assess clients' financial situations, provide advice on various financial products, and monitor portfolios to ensure they remain aligned with clients' objectives. UBS Financial Advisors also stay updated on market trends and regulations to offer clients informed advice. Their role is to build long-term relationships and deliver tailored financial solutions based on each client's unique needs.
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 analysis skills, a deep understanding of investment products, and typically a bachelor’s degree in finance, economics, or a related field, along with relevant licenses like FINRA Series 7 and 66. Familiarity with financial planning software, CRM systems, and UBS-specific digital platforms is also essential. Excellent interpersonal skills, client relationship management, and effective communication help advisors build trust and deliver personalized financial solutions. These competencies ensure advisors can provide sound investment advice, retain clients, and drive business growth in a competitive financial services environment.
How does a UBS Financial Advisor typically collaborate with clients and internal teams to develop personalized investment strategies?
UBS Financial Advisors work closely with clients to understand their financial goals, risk tolerance, and investment preferences. They collaborate with internal specialists, such as portfolio managers and research analysts, to access the latest market insights and investment products. Advisors regularly review and adjust strategies based on changing market conditions or client needs, ensuring a dynamic and tailored approach. This collaborative environment fosters strong client relationships and supports the delivery of comprehensive wealth management solutions.
Is it hard to get a job at UBS?
Getting a job as a UBS Financial Advisor can be competitive, as the role typically requires relevant financial certifications, sales skills, and experience in wealth management. Candidates often go through multiple interview rounds and must demonstrate strong client relationship abilities and industry knowledge.
What is the difference between Ubs Financial Advisor vs Merrill Lynch Financial Advisor?
| Aspect | Ubs Financial Advisor | Merrill Lynch Financial Advisor |
|---|---|---|
| Certifications | Series 7, 66, CFP (optional) | Series 7, 66, CFP (optional) |
| Work Environment | Private banking, wealth management, investment advisory | Wealth management, investment advisory, banking services |
| Employer & Industry | Ubs, global financial services | Merrill Lynch, Bank of America |
Both Ubs Financial Advisors and Merrill Lynch Financial Advisors typically hold similar certifications like Series 7 and 66. They work in wealth management and investment advisory roles within large financial institutions. The main differences lie in their employer's brand, specific client focus, and regional presence. Both roles serve high-net-worth clients and require strong financial knowledge, making them comparable career options in the wealth management industry.
What does an UBS financial advisor make?
The average salary of a UBS financial advisor varies based on experience, location, and client portfolio size, but typically ranges from $70,000 to over $150,000 annually. Compensation often includes base salary, commissions, and bonuses, with successful advisors earning higher incomes. Many advisors also pursue certifications like the CFP to enhance earning potential.
Can financial advisors make $500,000 a year?
U.S. financial advisors, including those working at firms like UBS, can potentially earn $500,000 or more annually, especially with high client assets, commissions, and bonuses. However, such earnings are typically achieved by top performers with extensive experience, strong client networks, and advanced certifications like the CFP or CFA. Most financial advisors earn a median income significantly lower than this amount.
More about Ubs Financial Advisor jobs
What cities are hiring for Ubs Financial Advisor jobs? Cities with the most Ubs Financial Advisor job openings:
What states have the most Ubs Financial Advisor jobs? States with the most job openings for Ubs Financial Advisor jobs include:
What job categories do people searching Ubs Financial Advisor jobs look for? The top searched job categories for Ubs Financial Advisor jobs are:
Job description
Your role
Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks
are met and exceeded?
We're looking for a Client Service Associate to:
• provide a best-in-class client experience through active communication,
exceptional attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, process deposits and distributions
• perform administrative duties that support daily business practices
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.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be working as part of Private Wealth Management in our Wayzata, MN office. We help
ultra high net worth individuals and families meet their financial goals through financial advisors who deliver
products and services specifically designed for them. As a Client Associate, you'll play an important role
providing excellent service to our clients and Financial Advisors.
Your expertise
Your expertise
• series 7 and 66 licenses or willingness to obtain after hire
• ideally 5 years of experience in client service, preferably within the finance sector
• bachelor's degree or equivalent, focusing on 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 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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States-Minnesota-Wayzata min USD 55000 - max USD 65000/annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks
are met and exceeded?
We're looking for a Client Service Associate to:
• provide a best-in-class client experience through active communication,
exceptional attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, process deposits and distributions
• perform administrative duties that support daily business practices
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.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You'll be working as part of Private Wealth Management in our Wayzata, MN office. We help
ultra high net worth individuals and families meet their financial goals through financial advisors who deliver
products and services specifically designed for them. As a Client Associate, you'll play an important role
providing excellent service to our clients and Financial Advisors.
Your expertise
Your expertise
• series 7 and 66 licenses or willingness to obtain after hire
• ideally 5 years of experience in client service, preferably within the finance sector
• bachelor's degree or equivalent, focusing on 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 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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States-Minnesota-Wayzata min USD 55000 - max USD 65000/annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
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