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Helpful (2)

Great place to build a business, but very challenging, too

  • Work/Life Balance
  • Career Opportunities
  • Comp & Benefits
  • Senior Management
Former Employee - Financial Advisor Trainee in San Francisco, CA
Former Employee - Financial Advisor Trainee in San Francisco, CA

I worked at UBS

Recommends
Approves of CEO
Recommends
Approves of CEO

Pros

- great training
- great for those who want to build their own business
- very supportive of advisors (who meet their goals)
- very high quality people

Cons

- if you do not meet sales goals you will be dismissed
- may be required to team up with another advisor to serve client(s)

Advice to Management

- keep people for a minimum of two years in production. Six months is not enough time to judge someone.

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  1. Okay place, low salary and hard to advance in career

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Financial Analyst in Weehawken, NJ
    Former Employee - Financial Analyst in Weehawken, NJ

    I worked at UBS

    Recommends
    No opinion of CEO
    Recommends
    No opinion of CEO

    Pros

    Great people, easy to communicate with
    The management always kept us up to date with changes going on in the company via town halls and voice meetings

    Cons

    Hard to advance career-wise
    Salary is below market
    Not everyone seems motivated to succeed
    Not a lot of people seem to qualified sometimes
    Bad technology

    Advice to Management

    Please put more budget into technology because it is causing a lot of problems that financial teams need to fix constantly, and it makes a lot of our work redundant


  2. Helpful (1)

    UBS

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Weehawken, NJ
    Former Employee - Anonymous Employee in Weehawken, NJ

    I worked at UBS

    Recommends
    Recommends

    Pros

    Professional Development opportunities are available

    Cons

    Lateral transfers stifle earning potential.

    Advice to Management

    Many good people were let go in the last 2 years...consider re-hiring them to re-establish the deep knowledge base that was lost.
    Also, allow transfers off-cycle increases...


There are newer employer reviews for UBS
There are newer employer reviews for UBS

See Most Recent

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