Bank of America

Financial Wellness Specialist

Bank of America

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • California • Illinois • United States

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Salary

💰 $99,000 - $113,600 per year

About the role

  • Deepen relationships with corporate clients by delivering education to employees through seminars and one-on-one consultations
  • Evaluate participants’ financial needs and help employees maximize their company benefits
  • Deliver holistic financial programs promoting budgeting, saving, retirement readiness, and overall financial confidence
  • Travel approximately 80% of their work schedule
  • Facilitate events virtually, locally and nationwide as client needs require
  • Prepare for all meetings in advance and understand benefit plan details, culture of company, employee demographics, etc.
  • Collaborate with Engagement Consultants on strategies for effective delivery of client events
  • Support multiple enterprise initiatives by encouraging meeting participants to take action

Requirements

  • Series 7 and Series 66 (or ability to obtain within compliance timeframe); 63 & 65 are acceptable in lieu of 66
  • Proficiency with digital tools, virtual platforms
  • Highly organized, results-oriented and adaptable to employee and company needs
  • Expert knowledge of 401(k) plans, equity compensation, Health Savings Account, retirement planning at 5-7 years’ experience
  • Proven experience delivering engaging presentations virtually and in-person
  • Certified Retirement Plan Counselor designation
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible working hours
  • Paid time off
  • Resources and support for employees

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
401(k) plansequity compensationHealth Savings Accountretirement planningfinancial needs evaluationbudgetingsavingpresentation delivery
Soft skills
relationship buildinghighly organizedresults-orientedadaptabilitycollaborationaction-oriented
Certifications
Series 7Series 66Series 63Series 65Certified Retirement Plan Counselor