Financial Advisor Development Program — Charlotte (36 mo)

UBS; Charlotte (AR); On-site; USD 60,000 - 80,000; Full time

Job summary

UBS is seeking graduates to join a 36-month Financial Advisor Development Program, focusing on client service, wealth planning, and market knowledge. You’ll work within the UBS Wealth Advice Center to build client relationships primarily by phone, pursuing licensing (SIE, Series 7/66) and CFP designation through a tuition‑reimbursement path.

You’ll gain hands-on training, interactive workshops, and exposure to a global wealth platform, with a pathway to a career in wealth management and advisory

Qualifications

• Bachelor's degree completed; business, wealth management, financial planning preferred.
• SIE completed; Series 7 and 66 within timelines; Series 66 recommended.
• Values aligned: hardworking, trustworthy, collaborative; strong communication.

Responsibilities

• Support broad front/back office functions to learn firm operations.
• Answer calls, manage appointments, and deliver exceptional service.
• Collaborate across the firm to resolve client inquiries and requests.
• Adhere to regulatory, compliance and procedures to protect clients.
• Deepen client relationships via discovery and financial planning tools.
• Provide expert advice on portfolio management and asset allocation.

Skills

Strong communication

Strategic thinking

Collaboration

Curiosity

AI for efficiency

Education

Bachelor's degree

Job description

UBS is seeking graduates to join a 36-month Financial Advisor Development Program, focusing on client service, wealth planning, and market knowledge. You’ll work within the UBS Wealth Advice Center to build client relationships primarily by phone, pursuing licensing (SIE, Series 7/66) and CFP designation through a tuition‑reimbursement path.

You’ll gain hands-on training, interactive workshops, and exposure to a global wealth platform, with a pathway to a career in wealth management and advisory