[Skip to main content](#main-content) [ OpenNash ](https://opennash.com/) / [Jobs](https://jobs.opennash.com/) [ 01 Search jobs](https://jobs.opennash.com/search/)[ 02 Companies](https://jobs.opennash.com/explore/)[ 03 Hiring report](https://jobs.opennash.com/reports/hiring/)[ 04 AI assistants](https://jobs.opennash.com/connect/)[ 05 How it works](https://jobs.opennash.com/methodology/) Bank of America · Multiple locations # Financial Wellness Specialist Multiple locations Full-time $93,200.00 - $113,600.00 annual Finance & Accounting Listed on Bank of America’s official careers site. Posted October 23, 2026. Check that it is still open and apply there. [Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Chicago/Financial-Wellness-Specialist_26035935-2) [OpenNash Jobs](https://jobs.opennash.com/) / [Bank of America](https://jobs.opennash.com/companies/bank-of-america/) / Financial Wellness Specialist ## Job description ### 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 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 details US - 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. ## At a glance - Posted by the employer: Oct 23, 2026 - First seen by OpenNash: Oct 25, 2026 - Last checked: Nov 1, 2026 - Listed for: 9 days - Location: Multiple locations - Employment type: Full-time - Pay: $93,200.00 - $113,600.00 annual[Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Chicago/Financial-Wellness-Specialist_26035935-2) ## Hiring at Bank of America - Open jobs: 1,929 - New in the last 7 days: After two weekly collections - Tracked since: Jul 10, 2026 [All Bank of America jobs](https://jobs.opennash.com/companies/bank-of-america/) · [Weekly hiring report](/reports/hiring/) ## More jobs at Bank of America ### [Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) - Lincoln, RI](https://jobs.opennash.com/companies/bank-of-america/jobs/a79c8138b92ac805fc25/) ### [Credit UW I, II or Senior](https://jobs.opennash.com/companies/bank-of-america/jobs/3809fed354377c5d2334/) ### [Enterprise Financial Risk Capital Risk Sr. Specialist](https://jobs.opennash.com/companies/bank-of-america/jobs/bcb90ae8930f93c7cfb7/) ### [Financial Center Assistant Manager - Austin South - Bee Caves area](https://jobs.opennash.com/companies/bank-of-america/jobs/3f62dc79f3c0fb2ce8ce/) ### [Financial Center Manager- Lafayette Promenade Financial Center](https://jobs.opennash.com/companies/bank-of-america/jobs/ed7eb0087cb34d64bc29/) ## Similar jobs at other companies ### [Employee Relationship Manager - Financial Wellness Solutions](https://jobs.opennash.com/companies/pnc-financial-services/jobs/2e81d1e89455695c84aa/) PNC Financial Services ### [Financial Professional - Team Sponsored Launch - Endeavor Financial Group](https://jobs.opennash.com/companies/thrivent-financial/jobs/be87b36a8b8ad3faa0a6/) Thrivent Financial ### [Technical Program Manager-Health & Wellness](https://jobs.opennash.com/companies/manulife/jobs/f2782610c16cfc5c92b6/) Manulife ### [Intermediate Financial Analyst](https://jobs.opennash.com/companies/aegon/jobs/7784d9eae63499125543/) Aegon OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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