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UBS

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Our Capabilities

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry: for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Wealth Management

A complete range of tailored advice and investment services for distinguished investors and families around the world. Overviewof wealth management

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families. Here you’ll find the resources you need to take your business to the next level. View testimonials featuring recently joined UBS advisors

One Join

​By joining UBS, you become part of a firm focused on driving wealth management in the US. We prioritize Financial Advisors as key to our success and see you at the helm of your business—not as a number. Explore whether UBS is right for you - Link to join page

Two Grow

Accelerate your growth by focusing on ultra high net worth and high net worth clients, supported by the robust resources you need. See how we can fuel your business growth - Link to grow page

Three Retire

You stand to benefit from our industry-leading program that rewards loyalty over time for the practice you spend years building. Explore how we support transitioning from the industry on your terms - Link to retire page

Asset Management

Investment capabilities across traditional and alternative asset classes for private clients, intermediaries and institutional investors. Overviewof asset management

Investment Bank

Advisory services, research, and access to global capital markets for corporate and institutional clients. Overviewof investment bank

Corporate & Institutional Clients

Customized solutions for North American subsidiaries of Swiss corporations. Overview of corporate and institutional clients in Switzerland

When’s the best time to trust your instincts?

When our insights help back them up. Find out more on when's the best time to trust your instincts

Turning aspirations into action

UBS Asset Management is committed to sustainable outcomes, without compromise. Learn moreabout Sustainable Investing

Relationship summary documents

UBS Financial Services Inc. - Wealth Management Download the PDF

UBS Securities LLC - Investment Bank Download the PDF

UBS Asset Management (Americas) Inc. - Asset Management Download the PDF

Employee forward-thinking benefits

Our advisor-focused culture includes many perks you won’t find elsewhere

We want to support our Financial Advisors at every turn of their work-life path, and so we offer some of the most comprehensive and unexpected benefits and perks in the industry. Our benefits are thoughtfully designed and generous enough to make it easy for you to care for yourself and your loved ones, now and well into the future. We think this is what makes UBS the premier company to join as you take your career and business to the next level.

Our responsibility is to serve you, our employees. One of the ways we can do this is to give you the absolute best we have to offer. In other words, we think of you as family. 

Essential and uncommon benefits make all the difference

We believe we have a responsibility to address the health and all-around well-being of the talented and highly motivated people who join us. We want you to thrive in all areas of your life and our holistic approach to benefits reflects that important mission. In addition to a traditional benefits package, we offer a number of perks that might surprise you to support your well-being across all dimensions of your life: physical, emotional, financial and familial.

When you have a personal problem, it’s difficult to balance your career responsibilities with your daily concerns—your family’s needs, your child’s needs, your medical bills. At the end of the day, I have the full support of my colleagues, my mentors, my benefits advisor. I’m not sure where I would be without them. 
Recent UBS recruit

Number 1

Physical well-being

You can expect a robust range of benefits that focus on your physical health—whether that means getting even healthier or managing a more serious or chronic challenge. In addition to more traditional benefits, take advantage of:

  • Gympass - Stay fit wherever you are with discounted membership and access to thousands of virtual gyms, studios, personal trainers and a variety of unique fitness classes for employees and families.
  • SmileDirectClub - Discounted access to an at-home orthodontic option
  • Telehealth - Connect with a health care provider from home or when you’re traveling.
  • Heart Health Community Mobile App - A better way to manage a critical health journey - / 
Number 2

Emotional wellness

Feeling well emotionally is at the core of who we are as human beings. If we don’t feel well ourselves, how can we be our best for others? Our comprehensive approach to your emotional well-being includes:

  • Flexible work arrangements—Professional and personal demands can be difficult to balance. We want to support you by providing flexibility to meet your personal needs, so you can remain productive and successful in your career.
  • Headspace mobile app—Free membership for you and one family member to a science-backed meditation and mindfulness tool that can help support life-changing habits.
  • Employee assistance program—free, confidential help to employees and their families, plus emotional well-being screenings for depression, anxiety and other mental health conditions.
Number 2

Financial wellness

Research tells us that the health of our finances intersects with our physical, mental and social well-being. We want you to feel comfortable with where you are in the present and where you hope to be going forward by helping you manage your day-to-day finances, protect your income and assets, and plan for your future.

  • UBS Financial Wellness—Education, digital tools and licensed financial coaches to help support you in making informed financial decisions.
  • Equity Plus Plan—A voluntary after-tax purchase plan that allows eligible employees to purchase UBS group stock and receive one notional share for every three shares purchased.
  • Employee pricing—Learn about less expensive ways to trade equities and options through your accounts at UBS.
Number 2

Family wellness

When it comes to those you love, we want to take away your worry so you can spend more time with those who matter most to you.

  • Family leave—20 weeks paid leave for any parent following a child’s birth, adoption or foster care placement plus four weeks paid leave to care for a critically ill family member.
  • Fertility support plus adoption and surrogacy reimbursement benefit—Coverage for a range of procedures and support up to a $35,000 lifetime maximum. You can also get reimbursed up to $25,000 per year for eligible adoption and/or surrogacy-related expenses.
  • Family Care/Me days—Two days per calendar year to care for your parent, child, spouse, domestic partner or even your pets if they are ill; and a ME day for you to focus on yourself, take a day trip, attend a seminar, make a personal appointment, or simply relax.
First-class benefits can relieve worry and are a powerful motivator. We want to create caring and strong connections so you can be your best in everything you want to accomplish. 

To learn more about UBS Financial Advisor benefits or to apply for a Financial Advisor role, submit your contact information to be connected with a Field Leader. Submit nowLink to contact form page
Source: https://ubs.com