Financial Wellness Coach, Wealth Advice Center - Weehawken, NJ

Only for registered members Weehawken, NJ, United States

4 weeks ago

Job summary
We are looking for someone who can: 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

Job description

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