Job Description:The Financial Wellness Specialist delivers engaging education to employees to empower and improve their financial health through action-oriented seminars and one-on-one consultations. They evaluate participants' financial needs and help employees maximize their company benefits while also delivering holistic financial programs promoting budgeting, saving, retirement readiness, and overall financial confidence. As an engaging and dynamic presenter, Financial Wellness Specialist inspires and motivates participants to take meaningful next steps towards financial well-being. Financial Wellness Specialists travel approximately 80% of their work schedule. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired
Responsibilities:- Facilitate events virtually, locally and nationwide as client needs require, as well as conduct one-on-one consultations with employees
- Prepare for all meetings in advance and understand benefit plan details, 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
Required:
- Series 7 and Series 66 (or ability to obtain within compliance timeframe); 63 & 65 are acceptable in lieu of 66
- Proficiency with digital tools, virtual platforms
- Highly organized, results-oriented and adaptable to employee and company needs
Desired:
- Expert knowledge of 401(k) plans, equity compensation, Health Savings Account, retirement planning at 5-7 years' experience
- Proven experience delivering engaging presentations virtually and in-person
- Certified Retirement Plan Counselor designation
Skills:- Business Acumen
- Learning Delivery
- Oral Communications
- Written Communications
- Active Listening
- Client Experience Branding
- Client Management
- Collaboration
- Learning Design and Development
- Benefits Plan Development
- Project Management
- Workplace Benefits Industry Knowledge
- Action-oriented Coaching
- Client Relationship Management
- Learning & Coaching Delivery
- Clear & Empathetic Communication
- Virtual Engagement & Technology
- Active Listening
- Client Relationship Management
- Strategic & Adaptable Mindset
- Compelling Presentation Skills
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:1st shift (United States of America)
Hours Per Week: 40
Pay Transparency detailsUS - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)
Pay and benefits information
Pay range
$93,200.00 - $113,600.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
