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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

The Financial Wellness Specialist deepens relationships with corporate clients by delivering education to employees through seminars and one-on-one consultations, to empower and improve their financial health. 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.

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. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired.

• 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

• 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

• Workplace Benefits Industry Knowledge
• Action-oriented Coaching
• Learning & Coaching Delivery
• Clear & Empathetic Communication
• Virtual Engagement & Technology
• Active Listening
• Client Relationship Management
• Strategic & Adaptable Mindset
• Compelling Presentation 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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

40

US - CA - Rolling Hills Estates - 608 SILVER SPUR RD (CA8922), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110) Pay and benefits information Pay range $99,000.00 - $ 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.