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      UBS

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      UBS reviews

      Financial Advisor Trainee - Financial Advisor Trainee UBS Employee Review

      3.0
      16 Sept 2009
      Financial advisor trainee
      Recommend
      CEO approval
      Business outlook

      Pros

      You will learn a lot and get skills in wealth building and financial planning

      Cons

      Getting clients can be tough especially since the firms caters to high and ultra high net-worth clients. UBS wants $1000000 and up investable assets when opening new accounts.

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      5.0
      18 Apr 2026
      Client service representative
      Recommend
      CEO approval
      Business outlook

      Pros

      work life balance, nice office, hybrid, fleixible

      Cons

      none, i enjoy the work i do

      1.0
      6 Jun 2026
      Financial advisor
      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.

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