Hybrid 2026 July - Financial Advisor Development Program - Dallas bei UBS Group AG
UBS Group AG · Dallas, Vereinigte Staaten Von Amerika · Hybrid
- Junior
- Optionales Büro in Dallas
Your role
Interested in working in financial services, specifically as a financial advisor serving clients, but not sure where to start? Do you want to work for a firm with a truly global footprint that consistently ranks among the world's top financial institutions? We're looking for ambitious students to join our 2026 Financial Advisor Development Program.
You’ll get to:
• gain knowledge in customer service, financial markets, planning, investment strategies, banking and wealth management through interactive training, guidance from experienced leaders, and client interactions
• obtain Series 7 and Series 66 FINRA licenses and Certified Financial Planner (CFP) designation, the standard of excellence in financial planning, with full tuition reimbursement support. Combination of both the Series 63 and the Series 65 exams can be substituted for the Series 66 exam
• develop and deepen connections with clients by providing exceptional experiences, answering inquiries promptly, and managing appointments
• support back and front office operations, adhere to regulatory requirements, and use digital tools to provide holistic financial advice on portfolio management and investment selection
You’ll get to:
• gain knowledge in customer service, financial markets, planning, investment strategies, banking and wealth management through interactive training, guidance from experienced leaders, and client interactions
• obtain Series 7 and Series 66 FINRA licenses and Certified Financial Planner (CFP) designation, the standard of excellence in financial planning, with full tuition reimbursement support. Combination of both the Series 63 and the Series 65 exams can be substituted for the Series 66 exam
• develop and deepen connections with clients by providing exceptional experiences, answering inquiries promptly, and managing appointments
• support back and front office operations, adhere to regulatory requirements, and use digital tools to provide holistic financial advice on portfolio management and investment selection
City
Dallas
Country / State
United States - Texas
Function Category
Financial Advisors
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do.
Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
https://www.ubs.com/global/en/careers/search-jobs/support.html
Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
https://www.ubs.com/global/en/careers/search-jobs/support.html
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You’ll be working in the UBS Wealth Advice Center (WAC) offering guidance to Emerging Affluent clients through a hybrid digital experience. Located in Weehawken, New Jersey and Charlotte, North Carolina, the WAC serves over 200,000 clients remotely via inbound and outbound calls. The team consists of more than 300 professionals including Financial Advisors and Client Service Associates. The leadership team supports career advancement and will help you every step of the way once you complete your three-year requirement with the business.
Your expertise
We’re looking for a candidate who:
• has completed their bachelor's degree or equivalent. A background in business administration, wealth management, financial planning, or finance is preferred. Coursework on financial planning through a CFP Board Registered Program is preferred
• has completed the SIE at least 30 days before joining and is expected to pass the Series 7 and Series 66 within 150 days of starting. Series 66 is highly recommended to be completed prior to starting. Combination of both the Series 63 and the Series 65 exams can be substituted for the Series 66 exam
• has values that align with ours: hard-working, trustworthy, dedicated and collaborative
• is a strategic thinker with strong communication skills
• is motivated to work in a business with high demands and tight deadlines
We’re looking for someone who’s curious and wants to thrive in a business that never stops moving. We welcome all majors, but it’s important to have an interest in the financial industry. We want to see what makes you unique and discover what you can bring to our team.
Please note, this position is not eligible for any employment-based immigration sponsorship. Additionally, UBS will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship including optional practical training (OPT) or curricular practical training (CPT).
• has completed their bachelor's degree or equivalent. A background in business administration, wealth management, financial planning, or finance is preferred. Coursework on financial planning through a CFP Board Registered Program is preferred
• has completed the SIE at least 30 days before joining and is expected to pass the Series 7 and Series 66 within 150 days of starting. Series 66 is highly recommended to be completed prior to starting. Combination of both the Series 63 and the Series 65 exams can be substituted for the Series 66 exam
• has values that align with ours: hard-working, trustworthy, dedicated and collaborative
• is a strategic thinker with strong communication skills
• is motivated to work in a business with high demands and tight deadlines
We’re looking for someone who’s curious and wants to thrive in a business that never stops moving. We welcome all majors, but it’s important to have an interest in the financial industry. We want to see what makes you unique and discover what you can bring to our team.
Please note, this position is not eligible for any employment-based immigration sponsorship. Additionally, UBS will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship including optional practical training (OPT) or curricular practical training (CPT).
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Your program
Our Financial Advisor Development Program is 36 months long and is designed to help you develop the skills you need to grow your career. To start, the program introduces you to our firm, provides professional and technical training and teaches you core skills and knowledge about becoming a Financial Advisor. And it continues from there: by learning from your colleagues, you’ll have plenty of opportunities to develop new skills and build your network. If you’re ready to work where no two days are the same, this program is for you.
