Financial Wellness Coach: Empower Employee Finances
Job in
Dallas Gardens, Hamilton County, Tennessee, USA
Listed on 2026-08-08
Listing for:
UBS
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
UBS is seeking a role to support the development of its Workplace Financial Wellness business. You will deliver financial education to corporate employees in 1:1 and group settings, lead webinars, and collaborate across the employee wealth services team to identify opportunities for asset growth and client retention.
The role requires FINRA SIE, Series 7 & 66 licenses, a Bachelor's degree, strong presentation skills, and willingness to travel for in-person client education.
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