UBS Financial Services, Inc.

Finance & Insurance · Primarily NY · PERM filings 2019–2024

#4,059 top sponsor

Overview

UBS Financial Services, Inc. is a Finance & Insurance employer that has filed 21 PERM green-card applications between FY2019 and FY2024. That places it #4,059 among all U.S. PERM sponsors in our dataset. 13 were certified (61.9% approval rate), taking about 383 days on average. The most-sponsored role is Project Management Specialists, with most worksites in NY, and the median sponsored wage is $168,854.

21

PERM filings

61.9%

approval

1

denied

$168,854

median wage

383d

avg processing

Worker background

Across 13 filings with beneficiary data, the most common country of origin is CANADA (15%). (From legacy PERM form data, FY2020–FY2024.)

Top countries of origin

  • Canada2
  • China2
  • Mexico2
  • Switzerland2
  • India2
  • Spain1
  • Argentina1
  • Albania1

Prior visa status

  • H-1B7
  • L-15
  • H-41

Education

  • Bachelor's7
  • Master's5
  • Other1

PERM filings by year

Occupations & job titles

The occupations UBS Financial Services, Inc. most often sponsors, with average wages.

OccupationFilingsAvg wage
Project Management Specialists 4 $170,223
Financial Managers 4 $202,214
Personal Financial Advisors 4 $178,747
Financial Quantitative Analysts 2 $89,050
Securities, Commodities, and Financial Services Sales Agents 1 $173,451
Financial and Investment Analysts 1 $173,555
Accountants 1 $80,000
Financial Analysts 1 $92,000
Financial Managers, Branch or Department 1 $275,000
Training and Development Specialists 1 $123,000

Common job titles

Financial Advisor 2 Senior Wealth Strategy Associate (001002) 1 Assoc. Dir, Portfolio Advisory Group Inter Strategist 001392 1 Executive Director, WMAP Transformation Office - PMO 000907 1 Senior Vice President, Wealth Management (001023) 1 Associate Director, Business and Product Analyst (000660) 1 Associate Director, Project Manager (001221) 1 Director, Project Manager 1 Director, Alternate Investments Strategist (001298) 1 Executive Director, Financial Advisor 1 Authorized Officer, Financial Analyst/Fund Accountant 1 Director - Portfolio Strategist 1

Worksite states

NY 10 NJ 6 FL 4 TN 1

Wage range

$123,000

25th

$168,854

median

$190,000

75th

$240,000

90th

Law firms used

  • Ogletree, Deakins, Nash, Smoak & Stewart, P.C.7
  • Ogletree, Deakins, Nash, Smoak Stewart, P.C.7
  • Fragomen, Del Rey, Bernsen Loewy, LLP3
  • FRAGOMEN, DEL REY, BERNSEN LOEWY LLP2
  • Ogletree Deakins, Nash, Smoak & Stewart, P.C.1
  • Ogletree Deakins1

Recent filings

CaseJob titleStatusWorksiteDecision
G-100-24268-359946 Senior Wealth Strategy Associate (001002)Certified Coral Gables, FL Feb 11, 2026
G-100-24225-260353 Assoc. Dir, Portfolio Advisory Group Inter Strategist 001392Certified New York, NY Jan 14, 2026
G-100-24040-708038 Senior Vice President, Wealth Management (001023)Certified Nashville, TN Jul 7, 2025
G-100-24056-746460 Executive Director, WMAP Transformation Office - PMO 000907Certified Weehawken, NJ Jul 1, 2025
G-100-23305-470411 Director, Project ManagerCertified Weehawken, NJ Apr 4, 2025
G-100-23257-346181 Associate Director, Project Manager (001221)Certified Weehawken, NJ Feb 11, 2025
G-100-23272-394614 Associate Director, Business and Product Analyst (000660)Certified New York, NY Jan 24, 2025
A-23068-10828 Director, Sustainable Investing StrategistCertified New York, NY Nov 19, 2024
G-100-23341-550970 Director, Alternate Investments Strategist (001298)Withdrawn New York, NY Nov 18, 2024
A-23116-33668 Associate Director, Business Intelligence AnalystCertified Weehawken, NJ Jun 12, 2024
A-22284-37026 Associate Director, Tech ArchitectCertified-Expired Weehawken, NJ Jan 11, 2024
A-22158-67347 Director, Financial AdvisorCertified-Expired Miami, FL Dec 19, 2023
A-22243-15026 Associate Director, Emerging Markets AssociateCertified-Expired New York, NY Nov 8, 2023
A-22229-07423 Managing Director, Financial AdvisorCertified Miami, FL Sep 18, 2023
A-22129-52261 Director, WMAP Advisory Billing SpecialistCertified-Expired Weehawken, NJ Feb 28, 2023
A-22105-41509 Executive Director, Business ManagerCertified-Expired New York, NY Feb 7, 2023
A-20335-26252 Director - Portfolio StrategistCertified New York, NY Aug 10, 2021
A-20279-07362 Financial AdvisorCertified New York, NY Aug 9, 2021
A-20279-07243 Authorized Officer, Financial Analyst/Fund AccountantCertified New York, NY Jun 11, 2021
A-19253-55617 Financial AdvisorDenied New York, NY Aug 31, 2020

Source: U.S. DOL OFLC PERM disclosure data. Wages are annual-equivalent; outliers excluded.