H-1B Visa Financial Coach Jobs
Financial Coach jobs with H-1B visa sponsorship sit at the intersection of personal finance expertise and specialty occupation standards. Employers sponsoring this role file a Labor Condition Application with DOL and an I-129 petition with USCIS, committing to prevailing wage compliance. Your degree in finance, economics, or a related field anchors the specialty occupation case.
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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.
See all H-1B Visa Financial Coach Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Financial Coach
Frame your degree for specialty occupation
Pull your O*NET profile for financial coaches and map your degree field directly to the listed knowledge domains. USCIS looks for a direct relationship between your specific major and the role's duties, not just a general business background.
Target employers with LCA filing history
Search Migrate Mate to find employers who have already filed Labor Condition Applications for financial coaching or personal finance roles. Prior LCA activity signals an employer who understands the H-1B process and won't stall on paperwork.
Verify prevailing wage before negotiating
Run your offer against the OFLC Wage Search using the correct SOC code for your role and the worksite's geographic area. Your employer's LCA must certify a wage at or above that level, so knowing it before negotiations protects both your offer and your petition.
Confirm each worksite gets its own LCA
If your coaching role involves multiple client sites or branch offices, each location needs a separately certified LCA filed with DOL before you work there. Clients who move across state lines after hire often miss this step, triggering compliance issues.
Document client-facing credentials before filing
Certifications like CFP or AFC don't substitute for a degree under USCIS specialty occupation standards, but they strengthen the employer's supporting evidence. Gather transcripts, credential certificates, and a detailed job description showing degree-level analytical duties before your employer files the I-129.
Understand your cap-gap window if on OPT
If you're transitioning from F-1 OPT when the H-1B selection rules change, your work authorization can bridge the gap under cap-gap protections. File promptly and track your I-94 end date so you don't interrupt employment between OPT expiry and your H-1B start date.
H-1B Visa Financial Coach: Frequently Asked Questions
Does a Financial Coach role qualify as an H-1B specialty occupation?
It can qualify when the employer structures the position around degree-level duties such as financial planning analysis, behavioral finance counseling, or investment strategy development, and requires at least a bachelor's degree in finance, economics, psychology, or a closely related field. USCIS evaluates the specific job description, not the job title, so the employer's offer letter and position description must clearly articulate why a specialized degree is required rather than preferred.
Which SOC code should my employer use for the LCA?
Most employers file under SOC 13-2052 (Personal Financial Advisors) or SOC 13-2099 (Financial Specialists, All Other), depending on how the role is structured. The choice affects the prevailing wage DOL certifies on the LCA, so your employer should cross-reference the O*NET task descriptions against your actual duties before selecting a code. Using a mismatched SOC code is a common source of RFEs.
How do I find employers who have sponsored H-1B visas for financial coaching roles?
Migrate Mate shows employers with verified H-1B Labor Condition Application filing history, searchable by role and location. Filtering to personal finance or financial coaching categories surfaces companies that have already navigated the USCIS and DOL process for similar positions, which significantly reduces the risk of an employer withdrawing sponsorship mid-process due to unfamiliarity with requirements.
What happens to my H-1B status if I move from one financial coaching employer to another?
H-1B portability under AC21 allows you to start working for a new employer once they file a non-frivolous I-129 petition on your behalf, as long as your previous petition was approved and you've been in valid H-1B status. The new employer must file a fresh LCA certified for the new worksite and wage level before or concurrent with the I-129. You don't need to restart the cap count.
Can my H-1B be extended beyond the standard six-year maximum as a Financial Coach?
Extensions beyond six years are available only if you have an approved I-140 immigrant petition or a PERM labor certification filed at least 365 days before your six-year limit. Financial coach roles don't automatically generate a path to permanent residence, so your employer would need to initiate a separate PERM process through DOL and an EB-class immigrant petition with USCIS to unlock those extensions.