Financial Wellness Coaching Lead
UBS Financial Services Inc.
UBS is seeking a capable leader to manage a team of Financial Wellness Coaches within the Wealth Advice Center in the Charlotte area. You will coach, develop, and guide a high-volume team serving clients and financial advisors, while ensuring timely responses and outstanding service. The role requires strategic staffing, training execution, and strong cross-functional collaboration. The ideal candidate brings leadership excellence, Spanish fluency, and licenses SIE, Series 7, and Series 66, with #J-18808-Ljbffr UBS
Vacancy posted 3 days ago
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