Wealth Strategy Associate - Recensione dipendente - Wealth Strategy Associate presso UBS

5,0
27 giu 2025
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Access to financial planning tools, opportunities to learn and develop skills.

Svantaggi

100% depends on your team. If you work with good advisors you will learn and have opportunities to grow. Make sure during the interview you ask questions to get a feel for the team.

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5,0
5 feb 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

work life balance was a priority on the team i was on.

Svantaggi

there should be more emphasis on retaining talent

4,0
1 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

I really enjoyed the office, the culture was great. Professional but relaxed. Opportunities are available if you want to advance.

Svantaggi

It really depended on which team you were put on, I enjoyed working with my FAs. Base pay was not particularly high and it was up to the FAs to add any compensation. Some do and some don't.

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