UBS wealth planning analyst

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Apr 2, 2017 4:28 pm

Got my final interview this week. any tips?

Apr 13, 2017 1:14 am

How did it go? I just left UBS - I cannot stand the firm, the culture, the "management first" mantality.

I worked my ass off, built a nice book that was producing 340k in 4 years (mostly wrapped), only to become so miserable I had to leave. They are trying to bring in WPAs so they do not have to train young advisors. The survival rate is so low now, that they do not waste the time.

You will be put in an office and told to help people plan and join a team. Let me know if you are in this current situation and I will tell you what to do and what not to do.

(Fact: Advisors do not want to pay you a salary. UBS does not want to pay you a salary. No one is training you to bring in assets. Sooo how the hell do you survive? You sell yourself to the teams as an "Asset Gatherer" "Marketer" etc. Not a planner. I will help you win the game)

Apr 13, 2017 11:47 am

Add me in kik liquidassets91

i got the offer and I will be entering June 26