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      UBS

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      Financial Advisor Trainee Interview

      30 Aug 2009
      Anonymous employee
      Accepted offer
      Positive experience
      Difficult interview

      Application

      I applied through an employee referral. The process took 2 months. I interviewed at UBS in Sept 2008

      Interview

      It begins with the submission of your application, I went through an employee referral so I don't know if this is done online, although I'm sure it is. The next step is you do a phone interview with a recruiter, they ask you basic questions, I had some industry experience already so my questions was mostly based on my knowledge of the industry. Once you pass that process you take two test at a UBS location. They are web based, and timed, one test is problem solving based, the other is more mathematical. The purpose is to determine if you have the capacity to pass the series 7. Once you pass the test you do another phone interview (same recruiter as before), behavior based questions, then they do a background check, drug test. If you pass all that then they fly you and the other recruits to the market area HQ for two days of interviews. After that you find out if your in the program or not.

      Interview questions [1]

      Question 1

      Explain why you want to be in the financial services industry and what you think it means to be a financial adviser.
      1 Answer

      Other Financial Advisor Trainee interview reviews for UBS

      Financial Advisor Trainee Interview

      29 Apr 2025
      Anonymous employee
      Weehawken, NJ
      Accepted offer
      Positive experience
      Average interview

      Application

      I interviewed at UBS (Weehawken, NJ)

      Interview

      Pretty chill. One phone screening and a 45 minute interview. The interview was with two people who took turns asking me about my resume, why I wanted the job, and then I spent about ten minutes asking them questions.

      Interview questions [1]

      Question 1

      Why do you want this job
      1 Answer

      Financial Advisor Trainee Interview

      22 Nov 2023
      Anonymous interview candidate
      Weehawken, NJ
      No offer
      Negative experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at UBS (Weehawken, NJ)

      Interview

      Two in person 45 min interview (same day) The interviewers seem to be intimidating on purpose and will comment of your responses immediately. It felt disrespectful. The process was somewhat disorganized and the second guy I interviewed with didn’t even know I was coming in. Overall not very welcoming or friendly

      Interview questions [1]

      Question 1

      Are you a competitive person?
      Answer question
      2

      Financial Advisor Trainee Interview

      11 Oct 2023
      Anonymous interview candidate
      Jersey City, NJ
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at UBS (Jersey City, NJ)

      Interview

      Just be prepared and friendly. Know what you are talking about. Ask questions, be confident in yourself project your voice. Talk about your experiences and how it shaped you to become a better person.

      Interview questions [1]

      Question 1

      What was two things you had to prioritize
      Answer question

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