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UBSDallas, TXGraduate

2027 January - Financial Advisor Development Program - Dallas

Join UBS's 36-month Financial Advisor Development Program in Dallas to build expertise in financial advising, earn FINRA licenses, and obtain CFP certification. Develop client relationships and advance your career in wealth management with strong earning potential.

1

Role and Responsibilities

  • Develop skills in customer service, financial markets, planning, investment strategies, and wealth management.
  • Build and deepen client relationships by providing exceptional service and advice.
  • Acquire Series 7 and Series 66 FINRA licenses and CFP designation through tuition reimbursement.
  • Support back and front office operations to understand firm processes and client service.
  • Manage client communications, appointments, and follow-ups to ensure positive outcomes.
2

Team and Work Environment

  • Work in UBS Wealth Advice Center serving Emerging Affluent clients nationwide.
  • Collaborate with over 400 professionals including Financial Advisors and Team Associates.
  • Engage primarily in phone-based client interactions to understand and meet client needs.
  • Commit to a minimum of three years in the Wealth Advice Center before internal transfers.
  • Receive leadership support for career advancement and internal mobility.
3

Candidate Requirements

  • Bachelor's degree or equivalent; preferred background in business, finance, or financial planning.
  • Completion of SIE exam at least 30 days before start; pass Series 7 and Series 66 within 150 days.
  • Series 66 recommended before starting; Series 63 and 65 can substitute for Series 66.
  • Strong communication, strategic thinking, and alignment with company values.
  • Motivated to work in a high-demand, fast-paced environment.
4

Program Details

  • 36-month structured and paid development program.
  • Includes professional and technical training, core skills development.
  • Opportunities for learning from colleagues and networking.
  • Focus on launching a successful career in wealth management.
  • Program designed to prepare for financial advisor role.