Anyone experience UBS Wealth Planning Associate Program? Thoughts on the process, advice/pros & cons/interview components to be aware of?

like
Posting as :
works at
You are currently posting as works at

I’ve heard that this position is great from a friend at UBS! I also did the Morgan Stanley Wealth Advisor Associate program and loved that.

helpful

Related Posts

Hi fishes,

What are the perks and benifits in Commonwealth Bank, I have recently got offer and i will be joining as a data scientist in aug.

Any leads wil be helpful.

Thanks

like

Hi fishes,
I had interviewed for Cognizant and I was asked to submit my documents for offer letter release. This happened on the same day as my interview(Friday 6th May). I submitted my documents and I am trying to contact the HR who scheduled my interview, but she is not picking up my call. My question is how soon can I expect the offer letter to be released? And is there a possibility that they can reject my profile at this stage?

like

Wanting to switch from litigation to in house. What should I make sure I do before I start applying? Do referrals from someone inside a company matter that much when applying? I'm burnt out, I need an escape from billables. Help me out!

like

Hey guys, Can anybody tell me how much time does it takes the location to be updated in Accenture. Its already been 3 weeks, and the Hr has no update regarding the same.

Looking for a salary range for an Investment Professional at JP Morgan?

likesmart

Hey Fishes,
I have gotten an offer from Infosys BPM with 15% variable. How much % of the variable can I expect to get? And, on what factors is it dependent?

like

Had an interview today, for RN OnCall position. This is an extremely difficult position, but I bring not only a preference to work the hours they need but the experience and credentials to qualify for the upper range of the salary (RN, MSN, CHPN, 5 years hospice experience). I asked for the range and he gave the range then immediately stated that I would qualify for mid range. My goal is to find a similar position to the one I’m working now and add 20-30% to my income, the high range would meet

like

How is bahrain for working as Dotnetfullstack developer?

like

Hi everyone, I have endorsed a friend and he is in consideration for a role as a CSE. How long does it take for the interviews to start ?

Does PwC let you use your own card for business travel?

funnylike

People who were lateraling without being on track for hours and seeking the year and bonus with the new firm, did the question of hours come up and how did you handle it during interviews to make sure you got the bonus from new firm?

like

Hey everyone - I could do with some advice. Not sure what I am doing wrong, but I am having a hard time getting interview calls. I am trying to pivot from consulting to the industry and targeting project/program management roles. I have been doing this work for 7+ years now (total YOE 12 years) so certainly have the right skillset. I have tried a couple of referrals too but that didn’t help either. Any advice you guys could provide would be helpful. Thanks!

like

Alvarez & Marsal Any 🏳️‍🌈 🐠 that have worked at Alvarez & Marsal? I’ve got an offer for the PEPI group and would love to hear any insights.

like

I started working as a consultant with EY 8 months ago. Even though I'm content and learning a lot there, I think there are places where I might easily earn more money. I received a job offer last week from Alvarez & Marsal to work as a consultant at the Transaction Advisory Department (financial due diligence team), where I will be paid more fairly (salary & bonus). Should I accept it? Or would leaving EY that early not be wise?

likeuplifting

What is shift allowance in LTI

Hi someone please tell, what is the average Yearly Hike at Nagarro?
if I join now as Associate staff engineer at 20 LPA for 6 YOE.

like

Is it proper to follow up about a job app through LinkedIn? Or should I just stick to getting names, office numbers, and emails to contact agency hiring teams?

Interviewed at Deloitte, PwC and EY for Advisory Senior Consultant role. Deloitte offered $105K (plus $5K bonus), PWC offered $127K (plus $15K bonus) and EY offered $155K (plus $10K bonus). Surprised with the difference in pay between Deloitte & EY for same role. Is Deloitte Advisory paying less compared to other firms? 4.5YOE in Consulting.

like

Any resume writers or coaches you'd recommend for Product Designers?

I worked at same place for 6 years and have done a few tech contracts. I've covered a lot of ground and I'm not sure how to frame it all.

like

Hi everyone,

I’m in a pit of a pickle…I’m leading my very first project (case study) with a team of 5. We’re all in different countries and different time zones 😬

What do I need to include on the project plan/roadmap so there’s a clear understanding of what our goals are? How do I get everything to align for success and how do I keep everyone motivated?

More Posts

Unfortunately the US CPE course that i pursued was same as the course that i did last year and hence i didnot get credits and became NON-compliant as of june 2021. Can anyone please advise on what to do to become compliant?

like

Hi Fishes,
What is the resignation procedure in
FIS Global India after workday stuff?
Can we courier the Laptop? Or do we need to go to the office physically?

PS: I am still on probation period.

FIS Global

like

I am pursuing MBA +ACCA, currently a graduate with 6LPA .
What should I do to reach double digits in annual package soon?

like

What will be in hand?
Please help

Post Photo
like

Crying my eyes out tonight 😔

like

How soon to take time off as first year? And how much?

like

I am getting married in Decemeber and am on H1B. I wanted to work from India for a couple if weeks to reach my utilization target since its my promo year. Are we allowed to do that? If yes, what is the process? Otherwise i will have to take pto for a month.

like

How long do you stay on holiday leave for the holiday season?

How would you feel going on vacation with friends who want to bring their kid along too?

What year of practice did you start handling closings on your own?

like

I currently work at Amazon as an SDE, am I allowed to start an Amazon FBA business?

like

Any feedback or input on EY digital and emerging tech practice esp around mulesoft ?

After watching Arpana and her attitude in Indian Matchmaking, purani kahawaat yaad aagayi...
“ Na shakal na *^*^* Aur nakhre unchi unchi”

likefunny

Hi,
I'm an immediate joiner. I have 3+ yrs experience in AWS, python, docker technologies. Please let me know if there are any open positions or any other leads for AWS Developer. (I haven't been getting any calls from naukri and other job portals.)

like

How often do you wash your chinos? Same as slacks?

like

Anyone here with experience as a Product Manager? I’ve close to decade of consumer lending experience including Sales/Advisory, Supervisor and Underwriting. I have have been looking to pivot into a more impactful role this year. I am due for an interview for a Product Manager next week. The company ticks all my boxes but the job description a bit vague. I will be grateful if anybody willing to share what the day role looks like and what I need to look out for in an interview. Thanks. Cheers.

Increasingly difficult to hold on to both....

Post Photo
likefunny

Please help! I have 2 great offers! 1 for Exec director at a tier 1 US IB, another for an SM role at big 4. Which one would you fishes take?

likehelpful

Should I change my British airways flight to United to get more points? I have no status anywhere

like

Men’s hair style/ facial hair, and interviewing at Big4 poll:
1. Ok to have longer hair
2. Only medium/short hair is professional
3. Trimmed beard & mustache ok
4. Only mustache ok
5. Long beards ok
6. Clean shaven only
7. Hair style/facial hair have no relevance

Additional Posts in Financial Advisors

What are some of your “schooling the client” moments?

like

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

like

Anyone knows about the base for chase PCA?

like

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

like

Is there any way to have multiple locations on my individual linked in profile? We have offices in 2 cities and I hate that I can only put one under my name.

like

Anyone working at Barclays Wealth Management in the UK?

like

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

like

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

like

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

like

How many of you make over $500k a year? What is your AGI after deductions? What firm do you work for? How long have you been in the business? What’s the best piece of advice you can give?

likesmart

I'm ashamed to say this, but I spend most Sunday evenings with a drink thinking about the upcoming week. I sit on my front porch and 1 becomes 2, and so on, until Monday comes later than it should.

like

Sometimes I feel like I am a drone that just works all the time and I have no friends.

likefunny

Hey fish: what are some of your favorite business/self-help books?

like

I have been in the industry for 6 yrs now. I have been offered a position with Fidelity as a PC. Currently an advisor in the bank channel. Anyone have advice on moving into this role?

like

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

like

And another one bites the dust

like

Wells Fargo merger news. What’s it mean?

likehelpful

What are some good networking clubs, organizations, or groups to get involved in?

like

Millennial advisor expanding into the 65+ client market for the first time. Anyone have recommendations for where I can learn about Medicare supplement plans and who/where you use for your clients?

like

I need some good career-development or finance-related books, anyone got any recs?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal