Great place to start as a Financial Advisor - Financial Advisor UBS Employee Review

5.0
25 Aug 2008
Recommend
CEO approval
Business outlook

Pros

UBS offers new financial advisors a great place to start their careers. They offer a fair salary and measure you on assets not production ... this allows you to build your book of business the right way as opposed to having to put your clients into products that generate production

Cons

Too large of an organization to make significant change

Explore other reviews about UBS

5.0
9 Feb 2026
Recommend
CEO approval
Business outlook

Pros

I learned a lot while interning here. The staff took time to get to know me. They each introduced me to different aspects of the business and their specific role,s which gave me great exposure to the business. They were flexible on hours and understanding when I had a family emergency in a way other employers have not been or did not need to.

Cons

Not a low-effort position, and could get overwhelming if you were not prepared.

1.0
6 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Very minimal pros- you are working in a call center under managers with very little experience.

Cons

Managers are useless. The greater organization refers to the Wealth Advice Center as the “WAC”… yes…. wack. It has a double meaning and the advisors on the ultra high net worth teams are known to make fun of this call center. Very unserious role.

See reviews by: Helpful|Rating|Date|All