Financial Wellness Specialist – Employee Banking and Investments

Bank of America

. Deliver education to corporate employees through seminars and one-on-one consultations .

Posted 10/14/2026full-timeUnited StatesJunior💰 $93,200 - $113,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in delivering financial education and maximizing employee benefits through effective presentations and consultations. Holds necessary licenses and certifications to provide comprehensive financial guidance and support.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicensePublic SpeakingInvestment KnowledgeCRPC or CFP Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial EducationRetirement PlanningBudgetingEvent CoordinationImplementation PlanningInvestment Products KnowledgeTime ManagementOrganizational Skills

Soft Skills

Strong CommunicationExecutive Presence

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Teams

Certifications & Qualifications

CRPCCFPInsurance Licenses

Industry Keywords

Financial WellnessInvestments IndustryMarket TrendsClient-Facing EducationEmployee Benefits

About the role

Key responsibilities & impact

Deliver education to corporate employees through seminars and one-on-one consultations
Provide education on retirement, budgeting, education planning, and retirement plan utilization
Help employees maximize plan benefits and address broader financial priorities
Provide implementation plans as needed
Lead the client-facing education component of the EBI program
Coordinate event scheduling with internal partners
Stay current on market trends and reports from Merrill’s Chief Investment Office
Support Financial Wellness Specialist teammates
Assist with internal team projects
Maintain all required licensing
Travel approximately 80% of the work schedule

Requirements

What you’ll need

Series 7 & 66 licenses (Series 63 & 65 in lieu of 66)
Strong public speaking
Executive presence for client-facing presentations
Strong organizational and time management skills
Minimum of one year of 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, required within 90 days of hire
Insurance licenses desired
CRPC or CFP required to present certain webinars
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Employee resources and support