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      Great entry level position and/or career ending position; very few "lifers" - Wealth Strategy Associate/Wealth Planning Analyst UBS Employee Review

      4.0
      Feb 13, 2015
      Wealth strategy associate/wealth planning analyst
      Recommend
      CEO approval
      Business Outlook

      Pros

      Good atmosphere; good benefits; in Private Wealth Management, your team is your lifeblood...so if you find a team that you like and is successful, then you can be set for a long time.

      Cons

      Big bank; therefore this means there are limitations to how fast you can move up vertically. Management is content to keep you content in an entry level role for as long as they can.

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      5.0
      Jun 7, 2026
      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      Large, diverse, intense, great culture

      Cons

      slow to deliver innovations and takes a long time to navigate through processes

      1.0
      Jun 6, 2026
      Financial advisor
      Recommend
      CEO approval
      Business Outlook

      Pros

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

      Cons

      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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