Any folks at UBS' Wealth Planning division? Would you recommend? Likes/dislikes? Salary/commission/bonus? How long have you been there? Thanks in advance!

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Not sure what point u r in your career...or not...but start with the end in mind ie five years from know and figure out what u need for training, education etc. For example I think I am a better well rounded advisor because of the insurance back ground I had early on in my career.....if you're going to ubs as a stepping stone what is your exit strategy...will u own your clients? You need to know where u want to go before u can determine if you should consider the offer before u.

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I’m not sure if this is what you’re looking for, but I had an offer to join UBS as a Wealth Planning Analyst. It was a two year program where you essentially assisted a few dozen advisors across a couple complexes with the goal of eventually getting picked up by one of those teams you helped. At the time the pay was a salary of $55,000 and a possible pooled bonus from all the advisors you helped at their discretion and no commission sharing

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That sounds kind of like it actually. I didn't realize you'd be working across teams and no commission sharing but opportunity for a bonus. Thanks! Anyone else can confirm/add/deny?

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