Financial Wellness Specialist

Bank of America

. Deliver engaging financial education through action-oriented seminars and one-on-one consultations .

Posted 10/22/2026full-timeUnited StatesMid-LevelSenior💰 $93,200 - $113,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial education delivery, including budgeting, saving, retirement planning, and employee benefits. Proficient in engaging presentations and consultations, with a strong focus on client needs and organizational goals.

Highest-signal resume keywords

Series 7 CertificationSeries 66 Certification401(k) Plan ExpertiseEngaging Presentation SkillsCertified Retirement Plan Counselor

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Education DeliveryRetirement PlanningBudgetingSavingEquity CompensationHealth Savings AccountsEmployee Benefits EvaluationConsultation SkillsEvent FacilitationDigital Tools Proficiency

Soft Skills

Highly OrganizedResults-OrientedAdaptableCollaborativeEffective Communication

Tools & Technologies

Virtual PlatformsDigital Tools

Certifications & Qualifications

Series 63 CertificationSeries 65 CertificationInsurance Licenses

Industry Keywords

Financial EducationEmployee BenefitsRetirement ReadinessHolistic Financial ProgramsClient Engagement

About the role

Key responsibilities & impact

Deliver engaging financial education through action-oriented seminars and one-on-one consultations
Evaluate participants’ financial needs and help employees maximize company benefits
Deliver holistic financial programs covering budgeting, saving, retirement readiness, and financial confidence
Facilitate events virtually, locally, and nationwide as client needs require
Conduct one-on-one consultations with employees
Prepare for meetings and understand benefit plan details, company culture, and employee demographics
Collaborate with Engagement Consultants on effective delivery strategies for client events
Support enterprise initiatives by encouraging participants to take action through presentations and consultations
Travel approximately 80% of the work schedule

Requirements

What you’ll need

Series 7 and Series 66 required, or ability to obtain within compliance timeframe; Series 63 and Series 65 acceptable in lieu of Series 66
High School Diploma / GED / Secondary School or equivalent
Proficiency with digital tools and virtual platforms
Highly organized, results-oriented, and adaptable to employee and company needs
Expert knowledge of 401(k) plans, equity compensation, Health Savings Accounts, and retirement planning at 5–7 years’ experience
Proven experience delivering engaging presentations virtually and in person
Certified Retirement Plan Counselor designation desired
Insurance licenses desired
Ability to travel approximately 80% of the work schedule

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Annual discretionary incentive award based on individual, line of business/group, and Company performance
Paid time off
Resources and support to make an impact and contribute to sustainable growth