Financial Wellness Specialist - Employee Banking and Investments

Job summary

The Financial Wellness Specialist delivers educational seminars and one-on-one consultations to corporate employees regarding retirement, budgeting, and investment planning. They are responsible for leading client-facing education programs and staying current on market trends to support internal partners and teammates.

Job details

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 deepens relationships with corporate clients by delivering education to employees through seminars and one-on-one consultations. Topics include Retirement, Budgeting, Education Planning as well as Retirement Plan Utilization. Financial Wellness Specialists help employees maximize the benefits of their plan while addressing broader financial priorities and providing an implementation plan, as needed. 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: Lead the client-facing education component of the EBI program Work with internal partners on scheduling of events Stay up-to-speed on current market trends, including being well-versed on reports from Merrill’s Chief Investment Office Support FWS teammates and assist with team internal projects Remain current on all required licensing. CRPC or CFP are required to present certain webinars Required Qualifications: Series 7 & 66 licenses Strong public speaking Executive presence for client facing presentations Strong organizational and time management skills Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Proficiency with Word, Excel, PowerPoint, and Teams CRPC or CFP (If not currently held, will be required to obtain within 90 days of hire) Skills: Business Acumen Learning Delivery Oral Communications Written Communications Active Listening Client Experience Branding Client Management Collaboration Learning Design and Development Benefits Plan Development Project Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - ME - Portland - 1 MONUMENT SQ - One Monument Square (ME9001), US - NJ - Jersey City - 525 Washington Blvd (NJ2525), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - NJ - Westfield - 173 Elm St (NJ6258), US - NY - Albany - 69 STATE ST (NY6100), US - NY - Forest Hills - 6965 Yellowstone Blvd - Queens (NY5552), US - NY - Garden City - 1325 FRANKLIN AVE - MERRILL LYNCH (NY3325), US - NY - Melville - 300 BROADHOLLOW RD - BANK OF AMERICA (NY5529), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544), US - RI - North Kingstown - 6725 POST RD - NORTH KINGSTOWN BC (RI1135) Pay and benefits information Pay range $93,200.00 - $113,600.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. 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.

What you’ll do

The Financial Wellness Specialist delivers educational seminars and one-on-one consultations to corporate employees regarding retirement, budgeting, and investment planning. They are responsible for leading client-facing education programs and staying current on market trends to support internal partners and teammates.

Requirements

Candidates must hold Series 7 and 66 (or 63/65) licenses and possess at least one year of experience in the investment industry. Strong public speaking skills, executive presence, and proficiency in Microsoft Office tools are required, with CRPC or CFP certification needed within 90 days of hire.

Benefits

• Competitive benefits
• Flexible benefits
• Paid time off
• Discretionary incentive

Listed skills

• Financial planning · Preferred
• Budgeting · Preferred
• Client Relationship Management · Preferred
• Time management · Preferred
• Microsoft Word · Preferred
• Microsoft Excel · Preferred
• Microsoft Teams · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Public speaking
• Executive presence
• Investment analysis
• Financial planning
• Retirement planning
• Budgeting
• Education planning
• Client relationship management
• Time management
• Organizational skills
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Teams
• Active listening
• Business acumen
• Executive Presence
• Workplace Inclusivity
• Insurance License
• Learning Design
• Time Off Management
• Resilience
• Planning
• Active Listening
• Business Acumen
• Management
• Investments
• Certified Financial Planner
• Chartered Retirement Planning Counselor
• Leadership
• Public Speaking
• Innovation
• Market Trend
• Project Management
• Presentations
• Time Management
• Verbal Communication Skills
• Writing
• Scheduling
• Branding
• FINRA Series 7 (General Securities Representative)

Job areas

• Finance & Accounting
• Education
• Consulting
• Customer Service & Support
• Management & Leadership
• Employee Wellness Intern
• Financial Operations Specialist
• Credit and Loans Officers
• Loan Interviewers and Clerks

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