15 days old

Financial Wellness Specialist

Bank of America
Jersey City, NJ
  • Job Code
Company Bank of America

Job Title Financial Wellness Specialist

Jobid bankofamerica-18032393JerseyCityNJ

Location: Jersey City, NJ, 07308, USA

Description **Job Description:**

**Business Overview:**

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS is responsible for the development and execution of a comprehensive set of personal wealth and retirement products and services through Banking, Merrill Edge and Advisory channels. RPWS provides tools and content that enables financial advisors and bankers to help their client’s live better financial lives.

**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.

• Conduct employee seminars and individual consultations for employees of corporate clients.

• Primarily facilitate events in local markets but willingness to travel nationwide as client needs require

• Represent Bank of America Merrill Lynch to our clients and their employees in best possible light as the face of the Bank to these audiences. It is imperative to display a level of expertise and confidence in the overall subject matter of retirement, savings and investing.

• Help employees of our client companies understand their benefits and encourage via presentation and style to participate and utilize plans effectively.

• In this role you must represent Bank in a manner that encourages measurable positive change in participant activity and financial wellness items.

• You must be up to date on current events and legislative and regulatory issues.

• You must prepare for all meetings in advance and understand audience; culture of company, employee demographics, etc.

• Ability to collaborate with Communication Consultants on strategies for effective delivery of select client events (i.e. in person meetings, webinars, benefit fairs, etc.)

• Be cognizant of industry trends; proposed and final regulations as well as current events to be able to discuss with clients or seminar attendees

• Be knowledgeable about all retirement products and services

• Support multiple enterprise initiatives by encouraging meeting participants to take action with effective presentation and consultation tactics

**Required Qualifications:**

• Seasoned professional with expert knowledge of the retirement business at 5-7 years’ experience.

• Bachelor’s degree required, along with professional designations in investments, or benefits (strongly preferred)

• Series 7 and Series 66 (or ability to obtain within 120 days); 63 & 65 are acceptable in lieu of 66

• Strong presentation and communication skills

• Excellent grasp of retirement products and services

• Self-starter with ability to work with minimal hands-on direction.

• Professional presentation skills and meeting management skills.

• Exceptional relationship management and organizational skills

• Comfort leading seminars through webcasts and conference calls.

• Bachelor’s Degree or equivalent work experience required

• Excellent communication and presentation skills

• Travel approximately 80%

**Posting Date** : 05/29/2018

**Location** :

Jersey City, NJ, 101 HUDSON ST (NJ2101),



- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

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Financial Wellness Specialist

Bank of America
Jersey City, NJ

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Bank of America
Jersey City, NJ

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