Workplace Financial Wellness Educator

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

Job summary

UBS is seeking a Financial Wellness educator to support the development of UBS Workplace Financial Wellness for corporate clients. You will deliver education across personal financial topics, run discovery conversations, and guide employees toward practical steps to improve their financial health, both in the near term and long term.

Role requires presenting to live audiences, engagement in webinars, and collaboration with the wealth services team to identify growth and retention opportunities.

Qualifications

• 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
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

Responsibilities

• 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

Skills

FINRA SIE

Series 7

Series 66

CFP

Education

Bachelor's Degree

Job description

UBS is seeking a Financial Wellness educator to support the development of UBS Workplace Financial Wellness for corporate clients. You will deliver education across personal financial topics, run discovery conversations, and guide employees toward practical steps to improve their financial health, both in the near term and long term.

Role requires presenting to live audiences, engagement in webinars, and collaboration with the wealth services team to identify growth and retention opportunities.