Bank Of America Financial Wellness Specialist 

United States, Texas, Houston 

159115082

Role Responsibilities:

• Facilitate events virtually, locally and nationwide as client needs require, as well as conduct one-on-one consultations
• 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

Required Skills:

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

Desired Skills:

• Expert knowledge of the retirement business at 5-7 years’ experience
• Certified Retirement Plan Counselor designation

Skills:

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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)