Skip to contentSkip to footer
      employer cover photo
      employer logo
      employer logo

      UBS

      Is this your company?

      UBS reviews

      Financial Advisor Trainee - Financial Advisor Trainee UBS Employee Review

      3.0
      Sep 16, 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.

      Explore other reviews about UBS

      5.0
      Jun 7, 2026
      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      Large, diverse, intense, great culture

      Cons

      slow to deliver innovations and takes a long time to navigate through processes

      1.0
      Jun 6, 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.

      See reviews by: Helpful|Rating|Date|All
      Related searches: UBS jobs | UBS salaries | UBS benefits | UBS interviews | UBS conversations
      UBS reviewsUBS Financial Advisor Trainee reviewsUBS review