2026 January - Financial Advisor Development Program - Seattle

Position Overview

Join our 2026 Financial Advisor Development Program at UBS Global Wealth Management in Seattle, Washington. If you’re interested in working in financial services as a financial advisor serving clients and want to be part of a firm with a truly global footprint, this program is designed to launch your career with comprehensive training and professional development.

Key Responsibilities

• 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 with full tuition reimbursement support (Combination of Series 63 and Series 65 exams can be substituted for the Series 66 exam).
• Develop and deepen connections with clients by providing exceptional experiences, promptly answering inquiries, and managing appointments.
• Support back and front office operations, adhere to regulatory requirements, and use digital tools to deliver holistic financial advice on portfolio management and investment selection.

Required Qualifications

• Bachelor’s degree or equivalent; preferably in business administration, wealth management, financial planning, or finance. Coursework through a CFP Board Registered Program is a plus.
• Completed the SIE at least 30 days prior to joining and the ability to pass the Series 7 and Series 66 within 150 days (or substitute with both Series 63 and Series 65 exams).
• Alignment with our values: hardworking, trustworthy, dedicated, and collaborative.
• Strong communication and strategic thinking skills, with the ability to excel in a fast-paced, deadline-driven environment.
• A genuine interest in the financial industry along with a curious mindset and drive to succeed.

Benefits & Perks

• Compensation: Base rate of $70,000.
• A 36-month comprehensive development program with professional and technical training to build your core skills as a Financial Advisor.
• Opportunities for growth, networking, and career advancement within a leading global wealth manager.
• A collaborative and inclusive culture that supports flexible working options and career progression.
• Tuition reimbursement support for obtaining necessary licenses and certifications.