Workplace Financial Wellness Strategist

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

Job summary

UBS is seeking a Client Education and Financial Wellness professional to support the development of UBS Workplace Financial Wellness programs for corporate clients. You will engage with employees to understand financial needs, deliver education and guidance, and drive actionable steps toward better financial health.

You will present on a broad range of personal financial topics, lead webinars, and collaborate with the employee wealth services team to identify opportunities for asset growth,

Qualifications

• Bachelor's Degree preferred.
• Strong passion for presenting to live audiences and experience in financial services.
• FINRA SIE, Series 7 & 66 licenses (required).
• CFP® or interest in obtaining the CFP®.
• Client-focused with strong verbal and written communication skills.
• Quick learner with growth mindset and drive to challenge status quo.
• Able to work in a fast-paced environment and think clearly in complex situations.
• Highly detail oriented and resourceful in leveraging resources.
• Willing to travel to deliver in-person education to clients.
• Curious about using AI to improve workflows with sound judgment and policy alignment.

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 and 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

Bachelor's Degree

FINRA SIE

Series 7 & 66

CFP or CFP interest

Client-focused

Effective communication

Education

Bachelor's degree preferred

Job description

UBS is seeking a Client Education and Financial Wellness professional to support the development of UBS Workplace Financial Wellness programs for corporate clients. You will engage with employees to understand financial needs, deliver education and guidance, and drive actionable steps toward better financial health.

You will present on a broad range of personal financial topics, lead webinars, and collaborate with the employee wealth services team to identify opportunities for asset growth,