Global Finance Summer Internship: Trainee Financial Advisor

UBS; Weehawken (NJ); On-site; USD 41,000 - 68,000; Full time

Benefits offered by this job

Paid internship

Job summary

UBS is offering a 10-week paid Summer Internship within the Wealth Advice Center in Weehawken, NJ. You will shadow seasoned financial advisors across UBS Wealth Advice Center teams and gain hands-on experience in wealth management, client service and strategic thinking.

Participants will study for the SIE and/or Series 66 exams and attend leadership events to deepen industry knowledge. Ideal candidates are graduating Dec 2027–Jun 2028 with strong communication and collaboration skills.

Qualifications

• Pursuing a bachelor's degree with graduation between Dec 2027 and Jun 2028.
• Strong communication, relationship-building and strategic thinking.
• Interest in finance, wealth management and financial markets.

Responsibilities

• Learn fundamentals of customer service and wealth management.
• Shadow experienced financial advisors across UBS Wealth Advice Center teams.
• Attend events led by senior leaders and prepare for FINRA exams.
• Participate in real-world projects and contribute to key business initiatives.

Skills

Interest in finance

Communication skills

Strategic thinking

Relationship building

Curious and adaptable

Education

Bachelor's degree expected Dec 2027–Jun 2028

Tools

SIE exam prep

Job description

UBS is offering a 10-week paid Summer Internship within the Wealth Advice Center in Weehawken, NJ. You will shadow seasoned financial advisors across UBS Wealth Advice Center teams and gain hands-on experience in wealth management, client service and strategic thinking.

Participants will study for the SIE and/or Series 66 exams and attend leadership events to deepen industry knowledge. Ideal candidates are graduating Dec 2027–Jun 2028 with strong communication and collaboration skills.