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Location

Chandler, AZ | United States

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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!

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.

The Financial Wellness Specialist deepens relationships with corporate clients by delivering education to employees through seminars, webinars 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. Financial Wellness Specialists travel approximately 80% of their work schedule. Series 7 & 66 (63 & 65 in lieu of 66) required.

Role responsibilities :

• Facilitate events virtually, locally and nationwide as client needs require, as well as conduct one-on-one consultations (80% Travel)
• 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.
• Be knowledgeable about all retirement products and services
• Display expertise and confidence in the overall subject matter of retirement, savings and investing.
• Encourage measurable positive change in participant activity and financial wellness items
• Be cognizant of industry trends, proposed and final regulations as well as current events to be able to discuss with participants and seminar attendees
• Help employees of our client companies understand their benefits and encourage via presentation and style to participate and utilize plans effectively.
• You must 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

Skills:

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

Required Skills:

• Financial professional with expert knowledge of the retirement business and 3-5 years experience.
• Series 7 and Series 66 (or ability to obtain within 120 days); 63 & 65 are acceptable in lieu of 66
• Strong meeting management, presentation and communication skills, comfort leading in person and virtually.

Desired Skills:

• Bilingual Spanish

Minimum Education Requirement: Bachelor’s degree required, along with professional designations in investments, or benefits (strongly preferred)

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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Job tags

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Salary