Financial Advisor Development Program - October 2025

UBS Financial Services; Nashville (TN); On-site; USD 70,000; Full time

Job summary

An established industry player is seeking passionate individuals for a rewarding career in wealth management. This role offers a comprehensive training program designed to equip you with the skills needed to succeed as a financial advisor. You'll gain hands-on experience, develop strong client relationships, and work towards obtaining essential licenses and certifications. With a focus on client-centric solutions, you'll be part of a supportive team dedicated to your professional growth. If you are goal-oriented and eager to make a difference in clients' financial journeys, this opportunity is perfect for you.

Benefits

Tuition Reimbursement

Flexible Working Options

Career Advancement Opportunities

Supportive Team Environment

Qualifications

• Bachelor's degree or equivalent required; SIE must be completed before joining.
• Background in business administration or finance preferred.

Responsibilities

• Support back and front office operations to enhance client service.
• Answer client calls and manage appointments with exceptional service.
• Build and maintain strong client relationships through effective communication.

Skills

Financial Planning

Client Communication

Investment Knowledge

Customer Service

Goal Orientation

Education

Bachelor's Degree or Equivalent

Coursework on Financial Planning

Job description

Global Wealth Management

Job Reference #: 315865BR

City

Job Type: Full Time

Your role

Are you passionate about finance and eager to embark on a rewarding career in wealth management? Are you a great listener and clear communicator? Are you someone who is goal-oriented and highly motivated to succeed? Do you hold your SIE or plan to complete your SIE soon? If yes, then we’re looking for someone like you to join our October 2025 Training Program that will prepare you to become a financial advisor.

Your development matters

The UBS Financial Advisor Development Program will offer you the opportunity to:

1. develop a strong foundation in customer service, product knowledge, financial markets, financial planning, investment strategies, consultative selling, and wealth management solutions through interactive training sessions, live client interactions, and ongoing learning & development opportunities with experienced leaders
2. grow professionally throughout an extensive and structured paid Financial Advisor Development Program
3. build and deepen relationships with our existing client base by providing them with an exceptional client experience
4. acquire your Series 7 & Series 66 FINRA Licenses
5. obtain your Certified Financial Planner (CFP) designation, the standard of excellence in financial planning, as part of our tuition reimbursement program
6. launch a successful career in a growing wealth management business with strong earning potential and career advancement

Job Responsibilities

1. support a wide range of back and front office operational functions that will help you learn how the firm operates and how to effectively serve our clientele
2. promptly answer client phone calls, manage all appointments, and outreaches assigned, delivering exceptional service and advice
3. collaborate across the firm to solve client inquiries, follow up, and own client requests to ensure positive client outcomes
4. understand and adhere to regulatory requirements, compliance, and operational procedures to protect our clients
5. build and maintain strong relationships with clients through deeper conversations to identify opportunities that lead to more holistic client experiences
6. deepen existing client relationships by conducting discovery conversations, implementing UBS’s digital planning tools, and delivering expert financial advice, including portfolio management, asset allocation, and investment selection
7. participate in development workshops that include interactive training sessions, live client interactions, and ongoing learning & development opportunities with experienced leaders

Your team

The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience. The UBS Wealth Advice Center currently serves over ~200,000 clients. Our clients are served over the phone by a team of more than 300+ professionals including both Financial Advisors and Client Service Associates—who work individually with clients to understand their needs and assist them in achieving their goals.

The UBS Wealth Advice Center leadership team supports career advancement and internal mobility and will help guide you in your career journey at UBS. All new UBS Wealth Advice Center employees must commit to staying in the WAC for a minimum of three years before becoming eligible to transfer to another role internally.

Your expertise

1. you will need to have a bachelor’s degree or equivalent, 2025 graduates welcome
2. SIE required to be completed 30 days prior to joining UBS
3. Series 7, and Series 66 will need to be obtained within 150 days of employment (Series 66 may be completed prior to start, highly recommended)
4. background in business administration, wealth management, financial planning, or finance (preferred)
5. completion of coursework on financial planning through a CFP Board Registered Program (preferred)

You are:

1. investment savvy with a foundational understanding of financial markets
2. passionate about financial planning and wealth management solutions
3. someone who champions a client centric culture
4. empathetic and curious
5. goal-oriented and highly motivated to succeed
6. personable and professional
7. an excellent communicator with strong verbal and written skills, including active listening
8. able to work well in a collaborative environment
9. an individual who is capable of receiving and implementing feedback to better oneself

About us

UBS is the world’s largest and the 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. We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

The base rate of pay offered for this role is $70,000.

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. 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 Business Solutions SA
UBS Recruiting

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.