At a Glance
- Tasks: Educate employees on financial wellness through seminars and one-on-one consultations.
- Company: Join Bank of America, a leader in financial services with a culture of caring.
- Benefits: Competitive salary, flexible benefits, and opportunities for career growth.
- Other info: Dynamic role with 80% travel and excellent career development opportunities.
- Why this job: Make a real impact by helping others achieve financial wellness and security.
- Qualifications: Series 7 & 66 licenses required; strong public speaking and organizational skills needed.
The predicted salary is between 20000 - 113600 $ per year.
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.
The Financial Wellness Specialist deepens relationships with corporate clients by delivering education to employees through seminars and one-on-one consultations. 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. Financial Wellness Specialists travel approximately 80% of their work schedule.
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.
Required Qualifications:
- Series 7 & 66 licenses
- Strong public speaking
- 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 Teams
- CRPC or CFP (If not currently held, will be required to obtain within 90 days of hire)
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay range $93,200.00 - $113,600.00 annualized salary, offers to be determined based on experience, education and skill set.
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.
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.
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.
