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Ubs Financial Jobs (NOW HIRING)

UBS

Client Associate

Wayzata, MN · On-site

$55K - $65K/yr

... 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

Debt Capital Markets, Director

New York, NY · On-site

$275K/yr

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

UBS

Registered Client Associate

Palo Alto, CA · On-site

$75K - $85K/yr

... finance • 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 ...

UBS

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 ...

UBS

Registered Client Associate

San Francisco, CA · On-site

$72K - $80K/yr

Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... We help high net worth and ultra-high net worth individuals and families meet their financial goals ...

UBS

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 ...

UBS

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 ...

UBS

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 ...

UBS

Client Associate

Palo Alto, CA · On-site

... in Business, Finance, or Accounting required - 1-3 years of client service experience - series 7 and 66 licenses or obtained within 6 months of hire, for which UBS will sponsor the new hire ...

UBS

Investment Banking - FIG

New York, NY · On-site

$275K/yr

Your role Are you a proven investment banking professional with deep Financial Institutions Group ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Registered Client Associate

Sarasota, FL · On-site

Your team You'll be working as part of UBS Wealth Management Americas in the Sarasota, FL office. We help high net worth and ultra-high net worth individuals and families meet their financial goals ...

UBS

Client Associate

Palo Alto, CA · On-site

$73K - $80K/yr

... in Business, Finance, or Accounting required - 1-3 years of client service experience - series 7 and 66 licenses or obtained within 6 months of hire, for which UBS will sponsor the new hire ...

UBS

Municipal Credit Strategist

Manhattan, NY · On-site

... financial advisors to deliver timely, actionable credit views. • Respond efficiently to inbound inquiries, balancing multiple priorities in a dynamic environment. Join us At UBS, we know that it ...

UBS

Private Equity Investment Associate

New York, NY · On-site

$120K - $150K/yr

... and financial analysis for potential primary investments and fund commitments, with an ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

UBS

Investment Banking Associate, M&A

New York, NY · On-site

$175K/yr

... financial analyses • demonstrated track record of taking initiative and managing teams • undergraduate degree About us UBS is a leading and truly global wealth manager and the leading universal ...

UBS

Client Associate

Northbrook, IL · On-site

$65K - $85K/yr

Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... We help high net worth and ultra-high net worth individuals and families meet their financial goals ...

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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

Wayzata, MN • On-site

$55K - $65K/yr

Full-time

Posted 4 days ago

Key responsibilities

  • 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.

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.
UBS Financial Services logo

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

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