Financial Wellness Specialist

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

The Financial Wellness Specialist delivers engaging education to employees to empower and improve their financial health through action-oriented seminars and one-on-one consultations. They evaluate participants’ financial needs and help employees maximize their company benefits while also delivering holistic financial programs promoting budgeting, saving, retirement readiness, and overall financial confidence.

As an engaging and dynamic presenter, Financial Wellness Specialist inspires and motivates participants to take meaningful next steps towards financial well-being. Financial Wellness Specialists travel approximately 80% of their work schedule. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired .

Responsibilities:

• 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
• Required : 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
• Desired : 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
• Skills: Business Acumen
• Learning Delivery
• Oral Communications
• Written Communications
• Active Listening
• Client Experience Branding
• Client Management
• Collaboration
• Learning Design and Development