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      UBS

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      Financial Advisor Trainee Interview

      16 Jan 2014
      Anonymous employee
      Fort Worth, TX
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through an employee referral. The process took 3 months. I interviewed at UBS (Fort Worth, TX) in Oct 2013

      Interview

      Through my network I was referred to the branch manager. I did my interview and was told that he wanted to hire me. I then took an assessment exam that was identical to Morgan Stanley's test. After that there was a business plan assessment (personal). I passed all exams and after a while an offer letter was produced.

      Interview questions [1]

      Question 1

      Why do you want to be a financial advisor personally? Is it the money? Do you like numbers? What is it?
      1 Answer
      3

      Other Financial Advisor Trainee interview reviews for UBS

      Financial Advisor Trainee Interview

      29 Apr 2025
      Anonymous employee
      Weehawken, NJ
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at UBS (Weehawken, NJ)

      Interview

      Pretty chill. One phone screening and a 45 minute interview. The interview was with two people who took turns asking me about my resume, why I wanted the job, and then I spent about ten minutes asking them questions.

      Interview questions [1]

      Question 1

      Why do you want this job
      1 Answer

      Financial Advisor Trainee Interview

      22 Nov 2023
      Anonymous interview candidate
      Weehawken, NJ
      No offer
      Negative experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at UBS (Weehawken, NJ)

      Interview

      Two in person 45 min interview (same day) The interviewers seem to be intimidating on purpose and will comment of your responses immediately. It felt disrespectful. The process was somewhat disorganized and the second guy I interviewed with didn’t even know I was coming in. Overall not very welcoming or friendly

      Interview questions [1]

      Question 1

      Are you a competitive person?
      Answer question
      2

      Financial Advisor Trainee Interview

      11 Oct 2023
      Anonymous interview candidate
      Jersey City, NJ
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at UBS (Jersey City, NJ)

      Interview

      Just be prepared and friendly. Know what you are talking about. Ask questions, be confident in yourself project your voice. Talk about your experiences and how it shaped you to become a better person.

      Interview questions [1]

      Question 1

      What was two things you had to prioritize
      Answer question

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