Bank of America
Financial Wellness Specialist
$93K–$114K
Chicago +1 · Full-time · Posted Oct 22, 2026
- Location
- Chicago
Grand Rapids - Experience
- 5–7 years’ experience is stated for the desired expertise in 401(k) plans, equity compensation, Health Savings Account, and retirement planning.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Educates employees on financial wellness through seminars and individual consultations, helping them understand benefits and take steps toward financial confidence.
What you'll do
- Deliver virtual and in-person events and one-on-one employee consultations.
- Prepare for meetings by learning benefit plan details, company culture, and employee demographics.
- Collaborate on event strategies and use presentations and consultations to encourage participants to take action.
What they ask for
- Series 7 and Series 66 licenses, or ability to obtain them within the compliance timeframe; Series 63 and 65 are acceptable in lieu of Series 66.
- Proficiency with digital tools and virtual platforms.
- Highly organized, results-oriented, and adaptable to employee and company needs.
Nice to have
- Expert knowledge of 401(k) plans, equity compensation, Health Savings Account, and retirement planning.
- Certified Retirement Plan Counselor designation; experience delivering engaging virtual and in-person presentations.
Pay
$93,200.00 - $113,600.00 USD annualized salary (base salary)
Tools
digital tools, virtual platforms
Model-written summary · the original posting is authoritative