Financial Coach Jobs in USA with Visa Sponsorship
Financial Coach roles can qualify for H-1B visa sponsorship when the position requires a bachelor's degree in finance, economics, or a related field. Employers file a Labor Condition Application with DOL before sponsoring, and the annual H-1B cap and lottery mean timing your job search to the filing cycle matters.
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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 Financial Coach Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Coach roles.
Get Access To All JobsTips for Finding Financial Coach Jobs
Frame your credentials around specialty occupation
Financial coaching only qualifies as an H-1B specialty occupation if the role requires a specific bachelor's degree, not just any degree. Document how your finance or economics coursework directly underpins your coaching methodology, not just your work history.
Use OFLC Wage Search before accepting offers
Pull the prevailing wage for your exact job zone and metro area using OFLC Wage Search before an employer files your LCA. If your offered salary falls below Level I or II, the LCA will fail DOL certification and your sponsorship stalls.
Target employers with coaching departments not solo practices
Independent financial coaching practices almost never sponsor visas because the H-1B requires an employer-employee relationship. Focus on banks, credit unions, wealth management firms, and nonprofit financial wellness organizations that have HR infrastructure to support LCA filings.
Search Migrate Mate for verified sponsoring employers
Filter your financial coach job search on Migrate Mate to find employers with verified LCA filing history in this occupation. This cuts out companies that express openness to sponsorship informally but have never actually filed for a financial coaching role.
Clarify specialty occupation fit during offer negotiation
Ask hiring managers whether the role's written job description specifies a degree in a particular field or accepts any bachelor's degree. USCIS scrutinizes financial coach petitions where the posting says 'degree preferred' rather than 'degree in finance or related field required.'
Account for the H-1B lottery cycle in your timeline
H-1B petitions are subject to an annual cap with a lottery, and selection rules have changed recently. If you're not already in H-1B status, work backward from USCIS registration windows to know when you need an offer in hand to meet the filing deadline.
Frequently Asked Questions
Does a Financial Coach role qualify as an H-1B specialty occupation?
It can, but it's not automatic. USCIS requires that the position normally requires a bachelor's degree in a specific field like finance, economics, or counseling. If your employer's job description accepts any bachelor's degree regardless of field, the petition is vulnerable to a Request for Evidence. Roles embedded in structured financial wellness or wealth management programs tend to have stronger specialty occupation arguments than broadly defined coaching positions.
Which visa types realistically cover Financial Coach positions?
H-1B visa is the most common path for Financial Coach roles, provided the position meets specialty occupation standards. TN visa is not available because financial coaching isn't on the USMCA profession list. J-1 visa is possible if you secure a designated exchange visitor sponsor, though those programs are category-specific. For long-term residence, EB-2 or EB-3 green card sponsorship through PERM labor certification is an option with employers willing to commit to permanent sponsorship.
How do I find employers who sponsor Financial Coach visa applications?
Browse Financial Coach roles on Migrate Mate, which lists employers with verified sponsorship filing history in this occupation. This is more reliable than applying broadly and discovering during offer negotiation that a company has never sponsored a financial coaching position and isn't set up to do so.
What degree does a Financial Coach need for H-1B sponsorship?
USCIS looks for a bachelor's degree in a directly related field, most commonly finance, economics, business administration with a finance concentration, or counseling psychology. A general business degree is riskier because USCIS may argue it doesn't establish the specialized knowledge the position requires. If your degree is from outside the U.S., a credential evaluation from a NACES-member organization helps your employer document equivalency in the LCA and petition.
Can a nonprofit or credit union sponsor a Financial Coach on an H-1B?
Yes. Nonprofits and credit unions are eligible H-1B sponsors and face the same DOL and USCIS requirements as for-profit employers. Some nonprofits affiliated with universities or government research organizations may qualify as cap-exempt, which means their petitions skip the annual lottery entirely. Confirm cap-exempt status directly with the organization's HR or legal team, since it depends on the entity's specific affiliation, not just its nonprofit designation.
What is the prevailing wage requirement for sponsored Financial Coach jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.