Workplace Financial Wellness Coach

UBS; Nashville (NC); On-site; USD 70,000 - 93,000; Full time

Job summary

UBS is seeking a candidate to support the development of the Workplace Financial Wellness program for corporate clients. You will provide education and guidance on budgeting, savings, retirement contributions, and creating financial roadmaps in 1:1 and group formats.

The role requires strong presentation skills, FINRA SIE, Series 7 & 66 licenses, and an interest in CFP. Travel to deliver in-person sessions may be required; collaboration with the Employee Wealth Services team is essential to

Qualifications

• Bachelor's Degree preferred.
• FINRA SIE, Series 7 & 66 licenses required.
• CFP or interest in obtaining CFP is preferred.

Responsibilities

• Deliver financial wellness education and guidance in 1:1 and group settings across a broad range of topics.
• Lead webinars and collaborate with the Employee Wealth Services team to identify opportunities for asset growth and client retention.
• Engage in discovery conversations to identify individual financial needs and provide actionable steps.

Skills

FINRA SIE

Series 7 & 66

CFP or pursuing CFP

Presentation skills

Education

Bachelor's Degree

Job description

UBS is seeking a candidate to support the development of the Workplace Financial Wellness program for corporate clients. You will provide education and guidance on budgeting, savings, retirement contributions, and creating financial roadmaps in 1:1 and group formats.

The role requires strong presentation skills, FINRA SIE, Series 7 & 66 licenses, and an interest in CFP. Travel to deliver in-person sessions may be required; collaboration with the Employee Wealth Services team is essential to