Bank of America
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.
Headquarters
Charlotte, North Carolina, United States
Company Size
10001+ employees
Founded
1968
Bank of America is a leading financial services company offering banking, credit cards, loans, and Merrill Investing. Its mission is to help make financial lives better through the power of every connection. The bank emphasizes accessible, customer-focused financial tools and a broad suite of services for individuals and businesses.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bank of America.