Financial Wellness Specialist, Bilingual Spanish
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Chandler • California • Illinois • United States
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Salary
💰 $99,000 - $113,600 per year
About the role
- Facilitate events virtually, locally and nationwide as client needs require, as well as conduct one-on-one consultations with employees
- 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 select client events (i.e. in person meetings, webinars, benefit fairs, etc.)
- Support multiple enterprise initiatives by encouraging meeting participants to take action with effective presentation and consultation tactics
Requirements
- Bilingual required (Spanish) – Independent assessment and formal certification obtained within 90 days of hire
- 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
- This role is currently benefits eligible.
- We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
401(k) plansequity compensationHealth Savings Accountretirement planningpresentation skills
Soft Skills
bilingualhighly organizedresults-orientedadaptable
Certifications
Series 7Series 66Series 63Series 65Certified Retirement Plan Counselor