UBS

UBS Wealth Advice Center, Financial Wellness Coach and Educator

UBS
Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

If you have a passion for helping others reach their financial goals and a knack for making complex financial concepts easy to understand, the UBS Wealth Advice Center is looking for you! We are seeking a Financial Wellness Coach and Educator to join our team and help our clients reach their financial goals. The successful candidate will possess a strong understanding of financial planning and have the ability to effectively communicate financial concepts to clients. We are looking for an individual with strong interpersonal and time management skills who is committed to delivering excellent client service. If you have the qualifications and the enthusiasm to help others in their pursuit of financial wellness, we would love to hear from you!

Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications

  • Strong Communication Skills

  • Ability To Work Independently And As Part Of A Team

  • Analytical And Problem Solving Skills

  • Financial Coaching Experience

  • Financial Market And Investment Knowledge

  • Knowledge Of Ubs Wealth Advice Center Products And Services

  • Understanding Of Financial Planning Concepts

  • Understanding Of Financial Regulations And Compliance

Required Skills

  • Budgeting

  • Financial Planning

  • Market Research

  • Risk assessment

  • Client Relations

  • wealth management

  • Financial counseling

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Financial Literacy

  • Investment Advising

  • Financial Coaching

Soft Skills

  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • flexibility

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a UBS Wealth Advice Center, Financial Wellness Coach and Educator in Charlotte, NC, USA is $45,000-$60,000 per year. This salary range can vary depending on experience, qualifications, and other factors.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 10th, 2023
Apply BeforeJune 21st, 2025
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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