Employee Banking & Investments Financial Wellness Specialist

Bank of America; Houston (TX); On-site; USD 78,000 - 102,000; Full time

Job summary

A leading financial institution seeks a Financial Wellness Specialist in Houston to provide holistic financial education to clients. The role focuses on leveraging strong communication and organizational skills, alongside required licenses, to educate and support clients in their financial journeys. Join to be a part of a collaborative team committed to growth.

Benefits

Paid Time Off

Annual Discretionary Incentives

Qualifications

• Minimum of one year experience in the investments industry.
• Strong client engagement and presentation skills.
• License requirements include Series 7 & 66.

Responsibilities

• Lead the client-facing education component of the EBI program.
• Work with internal partners on scheduling events.
• Stay updated on market trends and reports.

Skills

Public Speaking

Organizational Skills

Time Management

Education

CFP, CRPC, or AWMA Certifications

Tools

Word

Excel

PowerPoint

WebEx

Job description

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!

Job Description:

A Financial Wellness Specialist (FWS) is responsible for providing financial wellness education for Bank of America’s Employee Banking and Investing (EBI) clients. As a licensed specialist, the FWS has the capability to provide guidance from a holistic perspective, including banking, investing, and lending needs. The FWS will partner closely with EBI Relationship Managers to support existing EBI clients of the bank. FWS position requires Series 7 & 66 licenses (or equivalent)

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

Desired Skills:

*Strong public speaker

*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 WebEx

*CFP, CRPC, or AWMA preferred.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - El Segundo - 2301 ROSECRANS AVE (CA8800), US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 500 Newport Center Dr - Newport Center (CA9165), US - CA - San Diego - 701 B ST (CA0816), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512), US - CA - Santa Clarita - 24200 Magic Mountain Pkwy - 24200 Magic Mountain Pkwy, #110 & 115 (CA8926), US - CT - New Haven - 157 Church St - New Haven Green (CT2226), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MD - Columbia - 10320 LITTLE PATUXENT PKWY - MERRILL LYNCH BUILDING (MD4935), US - NJ - Pennington - 1400 American Blvd - Princeton Place At Hopewell Bldg. 4 (NJ2140), US - NV - Reno - 5370 Kietzke Ln - NevDex Office Park (NV9902), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544), US - RI - Lincoln - 670 George Washington Hwy (RI1541), US - WA - Bellevue - 10400 NE 4th St - 400 Lincoln Square (WA3400), US - WA - Seattle - 401 Union St - Rainier Square (WA1510), US - WA - Spokane - 601 W Riverside Ave - Spokane Financial Center (WA2141) Pay and benefits information Pay range $78,000.00 - $101,300.00 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.