UBS · 13 hours ago
Financial Wellness Coach, UBS Wealth Advice Center
New Jersey, United States
Full-time
Hybrid
Mid Level
$75K/yr - $100K/yrUBS is a leading global wealth manager, and they are seeking a Financial Wellness Coach to support the development of their Workplace Financial Wellness business. The role involves providing financial education and guidance to employees of corporate clients, helping them achieve their financial goals through personalized coaching and engagement.
Asset ManagementBankingFinancial ServicesWealth Management
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
Participate in webinars that cover various financial topics
Collaborate across the employee wealth services team to identify opportunities for continued asset growth, revenue expansion and client retention
Qualification
Required
FINRA SIE, Series 7 & 66 licenses (required)
client-focused
an excellent listener with strong communication skills, both verbal and written, as well as a quick learner with a growth mindset
someone 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
Preferred
Bachelor's Degree preferred
strong passion for presenting to audience and recent financial services industry experience
CFP® or interest in obtaining the CFP®
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
Founded in 1998
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-14
2026-01-14
2026-01-14
Company data provided by crunchbase