Financial Advisor Development Program - Charlotte

Interested in working in financial services, specifically as a financial advisor serving clients, but not sure where to start? Do you want to work for a firm with a truly global footprint that consistently ranks among the world's top financial institutions? We're looking for upcoming and recent grads to join our 2027 Financial Advisor Development Program.

• develop a strong foundation in customer service, product knowledge, financial markets, financial planning, investment strategies, banking solutions, consultative selling, and wealth management solutions
• grow professionally throughout a paid, extensive, and structured Financial Advisor Development Program
• build and deepen relationships with our existing client base by providing them with an exceptional client experience
• acquire your Series 7 and Series 66 FINRA Licenses
• obtain your Certified Financial Planner (CFP) designation, the standard of excellence in financial planning, as part of our tuition reimbursement program
• launch a successful career in a growing wealth management business with strong earning potential and career advancement

• support a wide range of back and front office operational functions that will help you learn how the firm operates and how to effectively serve our clients
• promptly answer client phone calls, manage all appointments, and outreaches assigned, delivering exceptional service and advice
• collaborate across the firm to solve client inquiries, follow up, and own client requests to ensure positive client outcomes
• understand and adhere to regulatory requirements, compliance, and operational procedures to protect our clients
• build and maintain strong relationships with clients through deeper conversations to identify opportunities that lead to more holistic client experiences
• deepen existing client relationships by conducting discovery conversations, implementing UBS’s digital planning tools, and delivering expert financial advice, including portfolio management, asset allocation, and investment selection
• participate in development workshops that include interactive training sessions, live client interactions, and ongoing learning and development opportunities with experienced leaders