Green Card Financial Coach Jobs
Financial Coach jobs with green card sponsorship are available through employers willing to file PERM labor certification, then sponsor an I-140 petition leading to lawful permanent residency. EB-2 applies if you hold an advanced degree; EB-3 covers professionals with a bachelor's degree. Priority-date backlogs vary by country of birth.
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Get Access To All JobsFinancial Wellness Coach, UBS Wealth Advice Center
Location: United States - New Jersey, United States - North Carolina, United States - Texas
Job Type: Full Time
Key responsibilities
Do you want to be integral to supporting the development of UBS Workplace Financial Wellness business? Are you passionate about understanding unique client situations and delivering financial education and guidance? We are looking for someone like you 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
- 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
The team
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.
Your skills and experience
- 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
- you’re 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
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - New Jersey - Weehawken min USD 70000 - max USD 93000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Financial Wellness Coach, UBS Wealth Advice Center
Location: United States - New Jersey, United States - North Carolina, United States - Texas
Job Type: Full Time
Key responsibilities
Do you want to be integral to supporting the development of UBS Workplace Financial Wellness business? Are you passionate about understanding unique client situations and delivering financial education and guidance? We are looking for someone like you 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
- 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
The team
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.
Your skills and experience
- 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
- you’re 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
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - New Jersey - Weehawken min USD 70000 - max USD 93000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Get Access To All JobsTips for Finding Green Card Sponsorship in Financial Coach
Match your credentials to EB-2 or EB-3
Pull your official transcripts and any professional certifications before you apply. EB-2 requires an advanced degree or a bachelor's plus five years of progressive experience, so documenting that progression precisely prevents PERM delays later.
Look up the prevailing wage before negotiating
Use the OFLC Wage Search to find the DOL prevailing wage for financial coaching roles in your target city. Your offered salary must meet or exceed that figure, so knowing it in advance keeps your negotiation realistic and your PERM approvable.
Find employers with active green card filing history
Search Migrate Mate to identify employers who have sponsored green cards for finance and coaching roles. Targeting companies with a documented PERM history means you're negotiating with sponsors who already understand the process and timelines.
Ask employers about their PERM recruitment window
PERM requires the employer to run a formal recruitment test before filing with DOL. Ask during the offer stage whether that process is already underway or still needs to start, since the recruitment and audit period adds months before USCIS even sees your I-140.
Verify your O*NET occupational code matches your duties
Financial Coach roles can be classified under different O*NET codes depending on actual job duties. Confirm with your employer that the code on the PERM application reflects what you'll do day to day, since a mismatch is a common audit trigger.
Track your priority date if you're from a backlogged country
Nationals of India and China face per-country annual limits on employment-based green cards. File your I-140 as early as possible to secure an earlier priority date, which you can carry to a new employer once that petition is approved.
Green Card Financial Coach: Frequently Asked Questions
Can a Financial Coach role qualify for EB-2 or EB-3 green card sponsorship?
Yes. Financial Coach positions typically qualify under EB-3 when the employer requires a bachelor's degree, or under EB-2 if the role requires an advanced degree or the candidate holds a bachelor's degree plus at least five years of progressive experience in financial coaching or a closely related field. Your employer documents the minimum requirements in the PERM application, so the job description must accurately reflect what the position genuinely demands.
How does green card sponsorship differ from H-1B sponsorship for Financial Coaches?
Green card sponsorship leads to lawful permanent residency, not a temporary status. The process requires PERM labor certification filed with the Department of Labor, which includes a prevailing wage determination and a formal recruitment test to show no qualified U.S. worker was available. After PERM is certified, your employer files an I-140 petition with USCIS, and you pursue adjustment of status or consular processing. There is no lottery, but per-country annual limits mean nationals of high-demand countries may face priority-date backlogs before they can file the final step.
How do I find employers who actively sponsor green cards for Financial Coach roles?
Search Migrate Mate to identify employers with verified green card sponsorship history in finance and coaching occupations. Targeting companies that have completed PERM filings before is more efficient than cold-applying broadly, since those employers already have internal processes and legal counsel familiar with the requirements.
What happens to my green card case if I change employers mid-process?
AC21 job portability lets you move to a new employer in the same or a similar occupation once your I-485 adjustment-of-status application has been pending for 180 days or more. Separately, once your original employer's I-140 is approved, the priority date tied to that petition can transfer to a new employer's I-140, protecting your place in the queue. The two protections serve different stages, so timing matters significantly.
What does the PERM labor certification process involve for a Financial Coach position?
Your employer files PERM with the Department of Labor after conducting a prevailing wage determination through OFLC and completing a formal recruitment test, which typically includes job postings, newspaper ads, and internal notices over a defined period. DOL reviews whether any qualified U.S. worker was available. If certified, the application moves to an I-140 petition with USCIS. The entire PERM and I-140 stage can take a year or more before you reach the final adjustment-of-status or consular processing step.