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Ubs Financial Services Jobs (NOW HIRING)

Client Associate

Chicago, IL · On-site

$65K - $85K/yr

Your team You will be working for UBS Financial Services, Inc., specifically UBS' Corporate Cash Management Group in Chicago. We specialize in delivering separately managed fixed income investment ...

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 ...

GIA is an independent function that supports UBS in achieving its strategic, operational, financial ... the financial services industry. This experience could have been gained at a consulting firm ...

Your team You'll be working in the Financial Services team in San Francisco. Your working location ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

Your team You'll be working in the Financial Services team in Palo Alto. Your working location will ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... We provide advisory services to private equity clients to facilitate capital markets and M&A ...

Your team You will be working in the Financial Services team in California. Your working location ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

... UBS policies and regulatory requirements Ideally 2-5 years of experience in client service within financial services Excellent communicator with strong interpersonal and relationship management ...

Your team You'll be working in the Financial Services team in New York. Your working location will ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

... service level agreements (SLAs) across the full lifecycle. • respond to internal queries to ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

... financial advisors who deliver products and services specifically designed for them. The team ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

... financial services industry database and tools including PowerPoint, Excel, Dealogic, Bloomberg ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

... the financial services landscape. Your expertise - Significant experience in investment banking ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

Retirement Plan Admin

Weehawken, NJ · On-site

$70K - $93K/yr

... role within financial services, wealth management, or a related environment • strong ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

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Ubs Financial Services information

See salary details

$38.5K

$95.5K

$146K

How much do ubs financial services jobs pay per year?

As of Jul 16, 2026, the average yearly pay for ubs financial services in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What are UBS Financial Services and what do they do?

UBS Financial Services is a division of UBS, a global financial institution, that provides wealth management, investment advisory, and financial planning services to individuals, families, and institutions. Their services include portfolio management, retirement planning, estate planning, and access to a wide range of investment products. UBS Financial Services aims to help clients achieve their financial goals through personalized advice and comprehensive financial solutions.

Does UBS pay well?

UBS Financial Services generally offers competitive compensation packages that include base salary, bonuses, and benefits, especially for roles in investment banking, asset management, and trading. Salaries vary based on experience, role, and location, with senior positions typically earning higher pay. Performance-based bonuses are common in the industry and can significantly impact total compensation.

Why are so many people leaving the UBS?

High turnover at UBS Financial Services can result from factors such as intense workload, competitive environment, and regulatory pressures. Employees in financial roles often face demanding schedules, performance targets, and the need for ongoing certifications, which can contribute to job dissatisfaction and attrition.

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

AspectUbs Financial ServicesFinancial Advisor
CertificationsSeries 7, 63, 65/66, CFP (optional)Series 7, 63, 65/66, CFP (optional)
Work EnvironmentBanking and investment firm offices, client meetings, financial planningIndependent or firm-based, client consultations, financial planning
Employer & IndustryGlobal financial services firm, banking, wealth managementFinancial services industry, wealth management firms, banks

Ubs Financial Services and Financial Advisors both require similar certifications and often work in client-facing environments within the financial industry. While Ubs Financial Services typically refers to the broader corporate entity offering a range of financial products, Financial Advisors focus on personalized client financial planning and investment advice. Both roles are integral to wealth management but differ mainly in scope and organizational structure.

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

To thrive at UBS Financial Services, you generally need a solid background in finance, investment strategies, and client relationship management, often supported by a relevant bachelor's degree and certifications like FINRA Series 7 and 66. Familiarity with financial analysis tools, portfolio management software, and compliance systems is typically required. Exceptional communication, analytical thinking, and ethical judgment help professionals stand out in this client-focused environment. These skills and qualifications are crucial for delivering sound financial advice, maintaining regulatory compliance, and building lasting client trust.

What are some common challenges faced by professionals working at UBS Financial Services, and how can new hires effectively address them?

Professionals at UBS Financial Services often navigate challenges such as adapting to rapidly changing financial markets, meeting high client expectations, and staying compliant with evolving regulations. New hires can address these challenges by leveraging UBS’s extensive training programs, actively seeking mentorship from experienced colleagues, and staying proactive about industry developments. Collaboration is key—working closely with cross-functional teams helps deliver holistic solutions to clients and fosters continuous learning. Embracing UBS’s client-centric culture and utilizing available resources will set new team members up for success.

Is UBS better than JP Morgan?

UBS and JPMorgan are both leading financial services firms with strong global reputations. UBS is known for wealth management and private banking, while JPMorgan has a broader focus including investment banking, asset management, and retail banking. The better choice depends on the specific role, skills, and career interests of a job seeker in the financial services industry.

Is it hard to get a job at UBS?

Getting a job at UBS Financial Services can be competitive due to its reputation and rigorous hiring process. Candidates typically need relevant experience, strong technical skills, and often a background in finance or related certifications. The process may include multiple interviews and assessments to evaluate technical knowledge and cultural fit.
What cities are hiring for Ubs Financial Services jobs? Cities with the most Ubs Financial Services job openings:
What states have the most Ubs Financial Services jobs? States with the most job openings for Ubs Financial Services jobs include:
Infographic showing various Ubs Financial Services job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 149 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.


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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