Great if you are on the right team - Financial Advisor Associate UBS Employee Review

4.0
Oct 4, 2022
Recommend
CEO approval
Business outlook

Pros

UBS has a lot of positives and training opportunities. They also strongly support the pursuit of additional education, certifications, and security licensing (and will sometimes reimburse you for them once completed!). They also give advisors and their clients access to many banking products and services that allow you to cross-sell and be a one-stop shop for your clients.

Cons

Being on the right team is crucial. If you are not on the right team, their expectations for bringing in new assets and clients will be near impossible to reach. Very high standards and you don't get paid on accounts less than 250k. There is very little structure provided by the company (as they let you run your book as you want), so making sure you are on a team that has proven processes and procedures to bring in new accounts and maintain existing relationships is critical for success.

Explore other reviews about UBS

5.0
Apr 18, 2026
Recommend
CEO approval
Business outlook

Pros

work life balance, nice office, hybrid, fleixible

Cons

none, i enjoy the work i do

5.0
Jun 16, 2026
Recommend
CEO approval
Business outlook

Pros

Good company to work for. Flexible work schedule

Cons

Nothing really. Good company to work for.

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