Financial Wellness Coach, UBS Wealth Advice Center

UBS; Weehawken (NJ); On-site; USD 70,000 - 93,000; Full time

Job summary

UBS is seeking a Financial Wellness Educator to support UBS Workplace Financial Wellness for corporate client employees. You will deliver education and guidance in 1:1 and group settings across budgeting, savings strategies, retirement contributions, and building personalized financial roadmaps.

Required FINRA SIE, Series 7 & 66 licenses, and a CFP designation (or pursuing CFP). A Bachelor’s degree, strong communication skills, and a client-focused mindset are essential.

Qualifications

• Bachelor's degree required with strong communication skills.
• FINRA SIE, Series 7 & 66 licenses required.
• CFP designation or active pursuit of CFP required.

Responsibilities

• Deliver financial wellness education in 1:1 and group settings.
• Cover topics: budgeting, saving, retirement contributions, roadmaps, portfolios.
• Engage in discovery conversations to identify client needs and provide guidance.
• Lead webinars and collaborate with Wealth Services team to identify opportunities.

Skills

FINRA SIE

Series 7

Series 66

CFP

Communication skills

Presentation skills

Attention to detail

Travel willingness

Education

Bachelor's Degree

CFP Certification

Job description

Your role

Do you want to be integral to supporting the development of UBS Workplace Financial Wellness business? Are you passionate about understanding unique client situations and delivering financial education and guidance? We are looking for someone like you who can:

• obtain a deep understanding of how UBS defines Financial Wellness and deliver this framework to various employee segments of corporate clients
• demonstrate proficiency and present across a broad range of personal financial management topics
• engage in a broad 'discovery' conversation to identify an individual's specific financial needs
• execute on a robust and engaging client experience through the delivery of financial wellness guidance and actionable steps
• influence employees to break down poor financial habits and drive positive financial change, both near and long term
• provide education & coaching with respect to the employee's short and long term financial goals
• lead and deliver in webinars that cover various financial topics as well as collaborate across the employee wealth services team to identify opportunities for continued asset growth, revenue expansion and client retention
• collaborating with internal business partners to enhance the overall Financial Wellness offering

Job Type

Full Time

Job Reference #

341096BR

City

Charlotte, Dallas, Nashville, Weehawken

Your team

This role is within the Financial Wellness business and will focus on providing education and guidance to employees of corporate clients in 1:1 and group settings across a broad range of financial topics, including but not limited to; budgeting, near and long term savings strategies, retirement plan contributions, creating financial roadmaps and building portfolios to align with specific client needs. To be successful in this role, candidates must have a strong understanding of various financial topics with the ability to engage participants virtually, strong presentation skills, dive deep into specific areas and deliver clear and concise guidance to employees. They are expected to deliver a positive and engaging client experience to help employees get on the path to financial wellness; feeling, and becoming, financially healthy.

Your expertise

• Bachelor's Degree preferred
• strong passion for presenting to live audiences as well as recent financial services industry experience
• FINRA SIE, Series 7 & 66 licenses (required)
• CFP® or interest in obtaining the CFP®
• client-focused and excellent listener with strong communication skills, both verbal and written
• a quick learner with a growth mindset and who is driven and consistently challenges the status quo
• able to work in a fast-paced environment while being able to think clearly in complex situations
• highly detail oriented and resourceful in leveraging resources to accomplish the task at hand
• willing to travel to deliver in-person education to clients

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - New Jersey - Weehawken min USD 70000 - max USD 93000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.