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      Wealth Strategy Associate Interview

      19 Aug 2016
      Anonymous employee
      Los Angeles, CA
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through university. The process took 3 weeks. I interviewed at UBS (Los Angeles, CA) in Aug 2014

      Interview

      A few different interviews with the 3 team members which weren't tough calls, mainly who I am and my experience, but they seemed to focus more on my personality and if I would be a good fit. Then they brought me in for an interview in person, this was much better for me to see the team in person and see if it was a place where I wanted to work.

      Interview questions [1]

      Question 1

      Get to know you, behavioral, culture/fit, a few technical questions.
      1 Answer

      Other Wealth Strategy Associate interview reviews for UBS

      Wealth Strategy Associate Interview

      12 Sept 2025
      Anonymous interview candidate
      Fort Lauderdale, FL
      No offer
      Neutral experience
      Average interview

      Application

      I interviewed at UBS (Fort Lauderdale, FL)

      Interview

      I had two interviews with UBS financial for the wealth strategy associate role. The first was somewhat informal, and I provided my experience and background to the interviewer, and they provided the job duties and a salary range.

      Interview questions [1]

      Question 1

      What experience have you had in financial planning for clients, and have you been client facing before?
      1 Answer

      Wealth Strategy Associate Interview

      30 Jul 2023
      Anonymous interview candidate
      New York, NY
      Declined offer
      Neutral experience
      Easy interview

      Application

      I applied online. I interviewed at UBS (New York, NY)

      Interview

      Two round interview with the wealth management team. I did not see interview with the complex management team. I was in constant contact with certain members throughout the process. It was a fairly quick process.

      Interview questions [1]

      Question 1

      They asked basic questions like if I could open excel and if I was comfortable speaking with clients.
      1 Answer

      Wealth Strategy Associate Interview

      23 May 2023
      Anonymous interview candidate
      Declined offer
      Neutral experience
      Average interview

      Application

      I interviewed at UBS

      Interview

      It was straightforward and a no frills, no surprises experience overall. I was asked to an in person final round at the office, which was pleasant but the team had similar questions to ask as the previous rounds.

      Interview questions [1]

      Question 1

      What are my 5 year career goals?
      Answer question

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