Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
PNC Financial Services Group
Los Angeles, CA, United States
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued a
Job Source: PNC Financial Services GroupPNC
Los Angeles
**Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute
Job Source: PNCSunrise Senior Living
Hermosa Beach
**_Sunrise Senior Living was again certified as a Great Place to Work® by Activated Insights. This is the 7th time Sunrise has received this top culture and workplace designation, highlighting the special place Sunrise is to be a part of._** **COMMUNITY NAME** Sunrise of Hermosa Beach **Job ID** 2024-211650 **JOB OVERVIEW** **_"It makes me feel goo
Job Source: Sunrise Senior LivingSunrise Senior Living
Sunrise of Hermosa Beach - 1837 Pacific Coast Highway Hermosa Beach, California 90254 United States
Overview "It makes me feel good knowing that we make the residents’ lives better. We laugh with them, cry with them, sing and dance with them – we brighten their day. Working here is an unbelievable privilege and it will be something I carry with me for the rest of my life!" - Sunrise Team Member At Sunrise, our Wellness Nurse is responsible for o
Job Source: Sunrise Senior LivingFieldTRUE
Los Angeles, CA, United States
Job Description Job Description Salary: $31,200-$88,200 Annually Do you believe you are what you eat? Or, more so, do you believe you are what your food eats? We’re seeking nutrition advocates who understand that food is medicine! Farm Fresh to You, an online farmer’s market and delivery system is seeking nutrition savvy sales professionals who ar
Job Source: FieldTRUEJonathan Club
Santa Monica, CA, United States
Job Type Full-time, Part-time Description Jonathan Club is an upscale, members-only, private club located in Santa Monica on the beach. Club facilities include food & beverage outlets both casual and fine dining, luxurious meeting spaces, and a state-of-the-art athletics facility featuring wellness programs and spa services. These are the posit
Job Source: Jonathan ClubWalgreens
Los Angeles
**Job Description:** **Job Objectives** Maximizes sales and brand awareness by providing exceptional customer care to all customers in a friendly, efficient, and professional manner; gives impartial, personalized, expertise and advice regardless of brand and budget. Demonstrates a passion for beauty and provides inspirational beauty knowledge and k
Job Source: WalgreensDorchester Collection
Beverly Hills, CA, United States
Our Wellness & Spa Manager is the relaxation, health and wellness expert of our hotel! Entrusted with overseeing all aspects of the operations of the spa as well as curating and overseeing the wellness program for our guests. Their core duties include managing staff, overseeing day-to-day operations, developing budgets and creating marketing and pr
Job Source: Dorchester CollectionRolling Hills Estates
Financial Wellness Specialist
Houston, Texas;Chicago, Illinois; Rolling Hills Estates, California
**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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Description:**
The Financial Wellness Specialist deepens relationships with corporate clients by delivering education to employees through seminars and one-on-one consultations. Topics include Retirement, Budgeting, Education Planning as well as Retirement Plan Utilization. Financial Wellness Specialists help employees maximize the benefits of their plan while addressing broader financial priorities and providing an implementation plan, as needed. Financial Wellness Specialists travel approximately 80% of their work schedule. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired.
**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
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE (ol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the "EEO is the Law" Supplement, CLICK HERE (ol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .
Email Alert for Financial Wellness Specialist_ jobs in Rolling Hills Estates
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.