About this role
2027 January - Financial Advisor Development Program - Charlotte at UBS. Location: Charlotte or Weehawken or Dallas. Role: building relationships, delivering advice, supporting operations Requirements: Bachelor's degree required. Must have completed the SIE at least 30 days before start and be prepared to pass Series 7 and Series 66 (or Series 63+65) within 150 days. Strong communication, critical thinking, and client-service skills; commitment to a 36-month program and staying in the Wealth Advice Center for three years. Category: Finance and Accounting Seniority: Entry Level Certifications: sie, series 7, series 66, series 63, series 65, cfp Commitment: Full Time Workplace: Onsite Languages: English