Tough on new Financial Advisors - Financial Advisor UBS Employee Review

2.0
11 Jan 2010
Recommend
CEO approval
Business outlook

Pros

Impressive company internationally. Some great resources for research.

Cons

Not enough support and training for new financial advisors. This will vary from office to office. UBS wasn't well known locally.

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1.0
6 June 2026
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.

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