Get your license and run....... - Recensione dipendente - Financial Advisor presso UBS

2,0
19 ago 2009
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

paid training while you get your license

Svantaggi

They encourage you to partner with senior advisors when you go after accounts. Then you have to split the revenue 50%. So you do 100% of the work for 50% of the money. No one will help you, mentor you, accompany you on a call, or answer questions without claiming 50% of the revenue for life. Also, they dump accounts on you that generate no revenue - they sold them something years ago, it pays nothing, but the client calls you all the time. And new advisors get zero support or help from admin/clerical people, yet they don't teach you how to do any of it yourself. You spend all your time chasing down admin stuff, while the clerks are outside the building smoking cigarettes. Management does not care about the new people, only the older big producers, and helping them get 50% of everything you do, so they don't leave and go to another firm.

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5,0
18 apr 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

work life balance, nice office, hybrid, fleixible

Svantaggi

none, i enjoy the work i do

1,0
6 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Very minimal pros- you are working in a call center under managers with very little experience.

Svantaggi

Managers are useless. The greater organization refers to the Wealth Advice Center as the “WAC”… yes…. wack. It has a double meaning and the advisors on the ultra high net worth teams are known to make fun of this call center. Very unserious role.

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