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Corporate Financial Wellness Coach
Job in
Elizabeth, Union County, New Jersey, 07215, USA
Listed on 2026-08-26
Listing for:
Spectrum 360 A NJ Non Profit Corp.
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
UBS is seeking a Financial Wellness Education Specialist to empower employees of corporate clients with practical guidance on budgeting, saving, retirement planning, and portfolio construction. Deliver education in 1:1 and group settings, and lead engaging webinars across the Wealth Services team.
Candidates should hold FINRA licenses and a CFP or be pursuing CFP, with strong presentation and communication skills, travel willingness, and the ability to distill complex financial concepts into
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