Financial Wellness Coach, UBS Wealth Advice Center

UBS•Charlotte, NC

99d•$70,000 - $93,000•Hybrid

About The Position

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.

Requirements

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
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.
Collaborate with internal business partners to enhance the overall Financial Wellness offering.