Program Overview

Program Overview
  • UBS will be the first wealth manager to partner with Jopwell, a diversity recruiting platform, with a record of success in helping companies identify, recruit and retain high-quality diverse candidates. UBS is the first wealth manager to partner with Jopwell and we are excited about the benefits our relationship can bring.
  • The Next Generation Advisor team will partner with field leaders to make quality hiring decisions by giving them the tools and insights necessary to identify and manage new talent.
  • Ongoing support and coaching will be provided to both the new Financial Advisors and the hiring teams throughout the entire program.
  • Opportunity for growth through formalized Financial Advisor mentor relationships will also be incorporated.
  • The new program will be three years and will include a curriculum with a concentrated focus on client acquisition and delivery of a holistic wealth management experience.
  • New Financial Advisors will also receive Private Wealth education on the complex and evolving needs of our UHNW client base.
  • The firm will also provide coaching to the hiring teams so that they successfully integrate new talent to drive productivity and growth.