UBS Financial Advisor Recruiting Experience Podcast

Listen to podcasts from recent advisors who have moved to UBS from firms like yours.

Select a competitive firm below to listen to insights from and advisor that joined from that firm:

Merrill Lynch

Wealth Management Americas

Merrill Lynch recruit experience from advisor who joined UBS in Roseville, California

18:09

This interview covers why the team considered leaving Merrill Lynch, what aspects of UBS appealed to them, how their capacity and prospecting capabilities changed after the move, and what factors contributed to the team’s successful transition to UBS.

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Morgan Stanley

Wealth Management Americas

Morgan Stanley recruit experience from advisor who joined UBS in Providence, Rhode Island

29:15

This interview covers how rebranding influences a team and its clients in the process of transitioning, what are the significant challenges and opportunities encountered when adapting to the environment at UBS, ways the team’s practice changed and evolved after transitioning to UBS, and primary considerations when deciding to move to UBS.

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Wealth Management Americas

Morgan Stanley team experience from advisors who joined UBS in Palo Alto, California

00:00

This interview covers the strong support and family-oriented atmosphere the team found at UBS, their highly successful transition, despite market challenges, and the importance of taking risks and embracing change for career growth.

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Wells Fargo

Wealth Management Americas

Wells Fargo recruit experience from advisor who joined UBS in Jericho, New York

20:10

This interview discusses this advisor’s reasons for moving and the benefits she's experienced. She highlights improved financial planning, better high-net-worth offerings, and strong support at UBS. She also shares tips for a smooth transition and her successful client retention since joining UBS.

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Wealth Management Americas

Wells Fargo recruit experience from advisor who joined UBS in Miami, FL

17:58

This interview covers how UBS helps financial advisors plan for long-term succession, how this team conveyed stability to their clients through a career change, what the importance of both stability and independence to a financial advisor is, and the benefits of connecting with other financial advisors through the UBS network.

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JP Morgan Private Bank

Wealth Management Americas

JP Morgan Private Bank recruit experience from advisor who joined UBS in San Francisco, California

24:13

This interview covers what made this advisor leave JP Morgan Private Bank after 20 years and join UBS, the most important factors considered when choosing to join UBS, how important company culture is when considering a chance, and the factors that contributed to a successful transition.

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Wealth Management Americas

JP Morgan Private Bank recruit experience from advisor who joined UBS in Los Angeles, California

27:26

This interview covers key factors to consider when choosing a wealth management firm for ultra high-net worth clients, how UBS’ intellectual capital and family office solutions group benefits client, and how financial advisors can best manage the transition to a new firm for their ultra-high-net-worth clients.

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Goldman Sachs

Wealth Management Americas

Goldman Sachs recruit experience from advisor who joined UBS in Boston, Massachusetts

27:30

This interview covers why this advisor moved from Goldman Sachs to UBS, highlighting UBS's focus on wealth management and ultra-high-net-worth clients. He shares the benefits of UBS's resources and expert support and offers insights on the challenges and rewards of transitioning firms.

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Alliance Bernstein

Wealth Management Americas

Alliance Bernstein recruit experience from advisor who joined UBS in Jericho, New York

19:04

This interview covers how team dynamics and client alignments shifted since joining UBS from a competitor like Alliance Bernstein, how this advisor’s investment strategies and client services transformed, and which specific UBS tools and resources have been most beneficial for her practice.

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Edward Jones

Wealth Management Americas

Edward Jones recruit experience from advisor who joined UBS in Los Gatos, California

23:12

This interview covers why this advisor left Edward Jones after 10 years, despite having a positive experience, the benefits that her clients have seen since joining UBS, what advice she would give to someone who is considering joining UBS, and what resources UBS provides to advisors who are making the transition from another firm.

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Legal Notice

UBS Financial Services Inc. Advisor Recruiting

This privacy disclaimer is issued by UBS Financial Services Inc. (“UBS”, “We”).

In the context of recruitment, we collect and process the following personal information: Personal details & identification (e.g., name), Physical and electronic address data (e.g., private e-mail, private phone), unique identifier (e.g., candidate number) (“Personal Data”).

We collect and process your Personal Data for the purpose of recruiting and application handling (the “Purpose”).

Provision of your Personal Data is voluntary; however, we may not be able to process your application if you decide not to provide it.

Your Personal Data may be shared with and processed by UBS Group companies, third parties or service providers globally to carry out the Purposes. If Data is transferred abroad, it may no longer be protected by your local laws and may fall under foreign regulations that allow the Data to be passed to relevant local authorities or other third parties.

We will retain your Personal Data for as long as necessary to fulfil the Purpose.

For more information about how UBS processes your data including how we protect your data, your rights in respect of your data and contact details of the Group Data Protection Office, please refer to our Privacy Notice here https://www.ubs.com/global/en/legal/general-disclosures/candidate-privacy-notice.html. If you are in a country that does not have a dedicated privacy notice on the pages linked above, by accepting the terms set out in this disclaimer, you consent to the processing of your Personal Data as set out above.

If you have any general questions, please contact us at advisorrecruitingwm@ubs.com or for data protection-specific questions contact dpo-us@ubs.com.

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UBS Financial Advisor Recruiting Experience Podcast

Select a competitive firm below to listen to insights from and advisor that joined from that firm:

Merrill Lynch

Merrill Lynch

Wealth Management Americas

Merrill Lynch recruit experience from advisor who joined UBS in Roseville, California

Morgan Stanley

Morgan Stanley

Wealth Management Americas

Morgan Stanley recruit experience from advisor who joined UBS in Providence, Rhode Island

Wealth Management Americas

Morgan Stanley team experience from advisors who joined UBS in Palo Alto, California

Wells Fargo

Wells Fargo

Wealth Management Americas

Wells Fargo recruit experience from advisor who joined UBS in Jericho, New York

Wealth Management Americas

Wells Fargo recruit experience from advisor who joined UBS in Miami, FL

JP Morgan Private Bank

JP Morgan Private Bank

Wealth Management Americas

JP Morgan Private Bank recruit experience from advisor who joined UBS in San Francisco, California

Wealth Management Americas

JP Morgan Private Bank recruit experience from advisor who joined UBS in Los Angeles, California

Goldman Sachs

Goldman Sachs

Wealth Management Americas

Goldman Sachs recruit experience from advisor who joined UBS in Boston, Massachusetts

Alliance Bernstein

Alliance Bernstein

Wealth Management Americas

Alliance Bernstein recruit experience from advisor who joined UBS in Jericho, New York

Edward Jones

Edward Jones

Wealth Management Americas

Edward Jones recruit experience from advisor who joined UBS in Los Gatos, California

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