Financial Wellness Presenter & Educator (Travel‑Heavy)

Bank of America Corporation; Grand Rapids (MI); On-site; USD 93,000 - 114,000; Full time

Benefits offered by this job

Benefits

Discretionary incentive eligible

Job summary

Bank of America is seeking a Financial Wellness Specialist to educate employees on budgeting, retirement readiness and overall financial health. The role includes delivering seminars and one-on-one consultations, with travel up to 80% of the schedule.

Series 7 and Series 66 (or 63/65 in lieu) are required, with insurance licenses preferred. Applicants should be highly organized, capable of virtual and in-person presentations, and able to collaborate with Engagement Consultants on client events.

Qualifications

• Required: Series 7 and Series 66 (or 63 & 65 in lieu of 66)
• Proficiency with digital tools, virtual platforms
• Highly organized, results-oriented and adaptable to employee and company needs
• Desired: 401(k) plans, equity compensation, Health Savings Account, retirement planning at 5-7 years
• Proven experience delivering presentations virtually and in-person
• Certified Retirement Plan Counselor designation

Responsibilities

• Facilitate events virtually, locally and nationwide as client needs require, and 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 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

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

Strategic Thinking

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Wellness Specialist to educate employees on budgeting, retirement readiness and overall financial health. The role includes delivering seminars and one-on-one consultations, with travel up to 80% of the schedule.

Series 7 and Series 66 (or 63/65 in lieu) are required, with insurance licenses preferred. Applicants should be highly organized, capable of virtual and in-person presentations, and able to collaborate with Engagement Consultants on client events.