�۶��Ƶ Financial Advisor Testimonials

We’re client-centric. Clients are really at the heart of everything we do.

Tiffany Stewart
�۶��Ƶ Financial Advisor

Wealth management to �۶��Ƶ is definitely the core. It’s all focused on the client.

Gabriel Jay
�۶��Ƶ Private Wealth Advisor

Everyone’s treated as an equal here. It’s just a really great, unique and special culture.

Angela Colombani
�۶��Ƶ Financial Advisor

Open architecture is one of the core principles of �۶��Ƶ’s culture.

Charles Day
�۶��Ƶ Private Wealth Advisor

Finding a firm that had a good plan around succession planning was absolutely important.

Paul Addo
�۶��Ƶ Financial Advisor

ALFA is a great way to monetize the practice I’ve built up over 40 years.

Sharon Sager
�۶��Ƶ Private Wealth Advisor

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Legal Notice

�۶��Ƶ Financial Services Inc. Advisor Recruiting

This privacy disclaimer is issued by �۶��Ƶ Financial Services Inc. (“�۶��Ƶ”, “We”).

In the context of recruitment, we collect and process the following personal information: Personal details & identification (e.g., name), Physical and electronic address data (e.g., private e-mail, private phone), unique identifier (e.g., candidate number) (“Personal Data”).

We collect and process your Personal Data for the purpose of recruiting and application handling (the “Purpose”).

Provision of your Personal Data is voluntary; however, we may not be able to process your application if you decide not to provide it.

Your Personal Data may be shared with and processed by �۶��Ƶ Group companies, third parties or service providers globally to carry out the Purposes. If Data is transferred abroad, it may no longer be protected by your local laws and may fall under foreign regulations that allow the Data to be passed to relevant local authorities or other third parties.

We will retain your Personal Data for as long as necessary to fulfil the Purpose.

For more information about how �۶��Ƶ processes your data including how we protect your data, your rights in respect of your data and contact details of the Group Data Protection Office, please refer to our Privacy Notice here /global/en/legal/general-disclosures/candidate-privacy-notice.html. If you are in a country that does not have a dedicated privacy notice on the pages linked above, by accepting the terms set out in this disclaimer, you consent to the processing of your Personal Data as set out above.

If you have any general questions, please contact us at advisorrecruitingwm@ubs.com or for data protection-specific questions contact dpo-us@ubs.com.

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Don’t have the time now to speak directly with a recently joined �۶��Ƶ Financial Advisor from your firm?

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Want to get first-hand, personal perspectives from recently joined �۶���Ƶ Financial Advisors?

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Don’t have the time now to speak directly with a recently joined �۶���Ƶ Financial Advisor from your firm?

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Want to get first-hand, personal perspectives from recently joined �۶��Ƶ Financial Advisors?

Don’t have the time now to speak directly with a recently joined �۶��Ƶ Financial Advisor from your firm?