What do you need to succeed?

Opportunities will be available in many major cities across the US. More details on the application process and specific locations will be available closer to the program launch date in Q2 2018. In the meantime, please email SH-NextGenAdvisors

Qualifications

  • Four-year bachelor's degree
  • 5 – 10 years of work experience
  • US work authorization
  • Previous track record of professional success
  • Exhibit the UBS key behaviors: integrity, challenge and collaboration
  • Strong analytical skills
  • Entrepreneurial drive
  • Exceptional interpersonal skills
  • Intellectual curiosity
  • Service oriented
  • Excellent communication and listening skills
  • Relationship-building skills

Additional Preferences

  • Experience in sales, relationship management, advisory services or financial services is strongly preferred
  • Graduate-level education
  • Professional designations, including: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) is a plus
  • Active FINRA Series 7 and 66 Licenses is recommended, but not required
What do you need to succeed?