At a Glance
- Tasks: Deliver financial education and develop personalized strategies for corporate clients.
- Company: Join Bank of America, a leader in financial wellness.
- Benefits: Competitive salary, travel opportunities, and professional development.
- Other info: Dynamic role with significant travel and growth potential.
- Why this job: Make a real difference in employees' financial lives while enhancing your skills.
- Qualifications: Must have Series 7 & 66 licenses and strong public speaking skills.
The predicted salary is between 63000 - 77000 $ per year.
Cultivate client relationships at Bank of America as a Corporate Financial Wellness Specialist.
Deliver essential financial education to employees through seminars and consultations.
This position involves guiding corporate clients on retirement, budgeting, and education planning.
You will be instrumental in maximizing employee benefits, conducting presentations, and developing personalized financial strategies.
The role requires approximately 80% travel and effective communication skills to engage diverse audiences.
Key
Responsibilities
- Lead educational sessions for corporate clients
- Schedule and coordinate events with internal partners
- Stay updated on market trends and investment reports
- Support FWS teammates on internal projects
- Maintain current licensing and certifications
Requirements
- Series 7 & 66 licenses required
- Strong public speaking skills
- At least one year investment industry experience
- Proficiency in Word, Excel, Power Point, and Teams
- Certification in CRPC or CFP within 90 days of hire
Leverage financial expertise, public speaking, and dedicated client management to enhance employee financial wellness at Bank of America. #J-18808-Ljbffr
Corporate Financial Wellness Specialist employer: Bank of America
Bank of America is an exceptional employer that fosters a collaborative and innovative work culture in New Brunswick, where employees are empowered to lead impactful payments programs. With a strong focus on professional development, employees benefit from extensive growth opportunities and a commitment to work-life balance, making it a rewarding place to build a meaningful career in the financial sector.
