UBS Financial Services, Inc. jobs
Senior Strategist, Family Advisory & Philanthropy Services
Are you looking for role guiding families of exceptional financial success on matters related to doing good with wealth for loved ones and the communities they care about? Are you able to develop and sustain strong relationships built on trust and mutual respect and have proven business development skills to grow the number of clients engaged with the UHNW Solutions and Social Impact offering?
Reporting to the Head of Family Advisory & Philanthropy Services in the U.S., you will...
Associate Quantitative Strategist
Are estate and tax planning your passion? Does planning analysis motivate you? Do you enjoy creating models for sophisticated planning strategies?
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financ...
Financial Advisor Development Program – October 2025
Are you passionate about finance and eager to embark on a rewarding career in wealth management? Are you a great listener and clear communicator? Are you someone who is goal-oriented and highly motivated to succeed? Do you hold your SIE or plan to complete your SIE soon? If yes, then we’re looking for someone like you to join our October 2025 Training Program that will prepare you to become a financial advisor.
Your development matters
The UBS Financial Advisor Development ...
Client Associate
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• provide the team with a detailed calendar of activities
Detailed sal...
Administrative Officer
Do you know how to manage people? Do you have a knack for implementing service standards?
We’re looking for an Administrative Officer, in-office, non-remote, in our Pasadena, Sherman Oaks and Century City branches to:
• Manage branch administration, including a diverse team of associates, and provide administrative support to Financial Advisors.
• Recruit, select, onboard, train and manage administrative support staff.
• Conduct performance reviews and make personnel de...
Financial Advisor, UBS Wealth Advice Center
Do you take pride in helping people and deliver an exceptional client experience? Are you passionate about helping others with their financial goals? Do you have experience as a licensed financial advisor with a track record of success? We’re looking for someone like you, who can provide advice and counsel to our existing Wealth Advice Center clients via our digital hybrid advice model.
• build and deepen relationships in our existing client base by providing exceptional wealth ma...
Senior Wealth Strategy Associate
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• analyze and interpret portfolio performance reviews and make recommendations to ...
Portfolio Strategist
In an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced cross-divisional client service offering. In close coordination with the client's Financial Advisor, this client segment will be serviced by dedicated groups of subject matter experts across Wealth Management, the Investment Bank and Asset Man...
Intern
Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you.
We welcome interns to become a part of our team. You will work with our experts and learn about the
industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You'll leave with a lot...
Client Associate
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the t...
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