Corporate Financial Wellness Educator & Coach

UBS Group AG; Dallas (TX); On-site; USD 70,000 - 93,000; Full time

Job summary

UBS Group AG in the United States seeks a Financial Wellness Educator to support the Workplace Financial Wellness program. You will deliver education on budgeting, saving strategies, retirement contributions, and financial roadmaps in 1:1 and group settings, across live and virtual formats.

The role requires FINRA SIE, Series 7 & 66 licenses, a Bachelor's degree (preferred), strong presentation and communication skills, and willingness to travel for in-person client education.

Qualifications

• Bachelor's Degree preferred.
• FINRA SIE, Series 7 & 66 licenses required.
• CFP® or interest in obtaining CFP®.
• Strong presentation skills for live audiences.
• Client-focused with strong verbal and written communication.
• Growth mindset and willingness to challenge the status quo.
• Able to work in a fast-paced environment and think clearly under pressure.
• Highly detail-oriented and resourceful.
• Willing to travel to deliver in-person education.
• Curiosity about how AI can improve workflows.

Responsibilities

• Obtain a deep understanding of UBS Financial Wellness framework.
• Deliver this framework to employees of corporate clients in various segments.
• Present across a broad range of personal financial topics.
• Engage in discovery conversations to identify individual needs.
• Deliver engaging client experiences with actionable steps.
• Lead webinars and collaborate with the wealth services team to identify opportunities for growth and retention.
• Collaborate with internal partners to enhance the Financial Wellness offering.

Skills

Public speaking

Communication

Interpersonal listening

Travel willingness

Curiosity about AI

Education

Bachelor's degree preferred

FINRA SIE

Series 7 & 66 licenses

CFP® or pursuing CFP®

Job description

UBS Group AG in the United States seeks a Financial Wellness Educator to support the Workplace Financial Wellness program. You will deliver education on budgeting, saving strategies, retirement contributions, and financial roadmaps in 1:1 and group settings, across live and virtual formats.

The role requires FINRA SIE, Series 7 & 66 licenses, a Bachelor's degree (preferred), strong presentation and communication skills, and willingness to travel for in-person client education.