Financial Wellness Specialist

Bank of America

Bank of America

Accounting & Finance
Houston, TX, USA · Rolling Hills Estates, CA, USA · United States · Remote
Posted on Thursday, June 27, 2024

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
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. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired.

Role Responsibilities:

  • Facilitate events virtually, locally and nationwide as client needs require, as well as conduct one-on-one consultations
  • Prepare for all meetings in advance and understand audience, 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 Skills:

  • Series 7 and Series 66 (or ability to obtain within required timeline); 63 & 65 are acceptable in lieu of 66

Desired Skills:

  • Expert knowledge of the retirement business at 5-7 years’ experience
  • Certified Retirement Plan Counselor designation


  • Business Acumen
  • Learning Delivery
  • Oral Communications
  • Written Communications
  • Active Listening
  • Client Management
  • Collaboration

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent


1st shift (United States of America)

Hours Per Week: