Process
UBS Financial Advisor Recruiting process
Transparency reduces uncertainty
Our advisor recruiting process is built on clarity and transparency. With a commitment to supporting the needs of advisors, we look to make the overall process less time-consuming, saving you worry and uncertainty.
Transition support team
Making a successful move
We integrate white-glove concierge services to simplify the recruiting process and ensure a smooth transition for you and your clients.
Success factors
Top attributes of UBS Financial Advisors
Discover what we see in Advisors who tend to be most successful here at UBS.
Financial Advisor Compensation
Financial Advisor compensation and reward
Our plan is designed to promote loyalty, growth and productivity
It’s important to be rewarded for the business you’ve built. Our compensation plan rewards growth and loyalty with an industry-leading treatment for teams.
Transition support team
How to best serve clients with an advisor team model
Find out how our UBS Signature Team platform works and why the advisor team model is so important to us.
The UBS Aspiring Legacy Financial Advisor Program
Transition your business on your terms
The ALFA (Aspiring Legacy Financial Advisor) program is one of the most competitive transition programs in the industry designed to help you transition on your terms.
To explore if UBS is the right fit for you, submit your contact information.
To explore if UBS is the right fit for you, submit your contact information.