Financial Wellness Specialist

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

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
• Benefits Plan Development
• Project Management

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

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 - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

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.