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      Good company with poor management - Financial Advisor Trainee UBS Employee Review

      3.0
      Aug 23, 2009
      Financial advisor trainee
      Recommend
      CEO approval
      Business outlook

      Pros

      Reputable firm with valuable opportunities. Reputable firm that is well respected. The trainee program was good in theory, but poorly executed.

      Cons

      The trainee program was poorly executed and was not effective in its goal of training us to join FA teams.

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      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.

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