Financial Wellness Specialist - Employee Banking and Investments

Bank of America • Portland, OR

16h • Onsite

About The Position

The Financial Wellness Specialist deepens relationships with corporate clients by educating employees through seminars and one-on-one consultations. Topics include retirement, budgeting, education planning, and retirement plan utilization. Specialists help employees maximize plan benefits, address broader financial priorities, and develop an implementation plan as needed. The role involves travel for approximately 80% of the work schedule and requires maintaining current licenses. The position is based in an in-office culture, with listed work locations in Maine, New Jersey, New York, and Rhode Island. It is a first-shift position for 40 hours per week.

Requirements

• Series 7 and Series 66 licenses; Series 63 and Series 65 in lieu of Series 66 are accepted.
• Strong public speaking skills.
• Executive presence for client-facing presentations.
• Strong organizational and time-management skills.
• At least 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 credential; if not currently held, it must be obtained within 90 days of hire.
• High school diploma, GED, secondary school, or equivalent.
• CRPC or CFP is required to present certain webinars.

Nice To Haves

• Insurance licenses are desired.

Responsibilities

• Lead the client-facing education component of the EBI program.
• Work with internal partners to schedule events.
• Stay current on market trends, including reports from Merrill’s Chief Investment Office.
• Support Financial Wellness Specialist teammates and assist with internal team projects.
• Remain current on all required licenses.
• Deliver employee education through seminars and one-on-one consultations on retirement, budgeting, education planning, and retirement plan utilization.
• Help employees maximize their plan benefits and address broader financial priorities, providing an implementation plan as needed.

Benefits

• Paid time off.
• Industry-leading benefits and resources and support for employees.
• Eligible to participate in an annual discretionary incentive plan; award is based on individual performance and behaviors, line-of-business or group performance and contributions, and overall company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED