Retirement planning and investment advisory experience
Finra series 7 and 65/66 licensing
Ability to educate callers on complex concepts
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Alight Solutions is seeking a Retirement Counselor to provide financial education and assistance to retirement plan participants. The role requires a strong background in financial services, particularly in retirement planning and investment advisory, and offers a fully remote working environment with comprehensive benefits.
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Job Summary
Alight empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management.
The role involves interacting with retirement plan participants through multiple channels to assist with rollovers, explain investment services, and provide financial education on various retirement topics.
Candidates must possess FINRA Series 7 and 65/66 licenses or be able to obtain them within 90 days of employment.
Matching Summary
Match Score: 75
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Alight Solutions is seeking a Retirement Counselor to provide financial education and assistance to retirement plan participants. The role requires a strong background in financial services, particularly in retirement planning and investment advisory, and offers a fully remote working environment with comprehensive benefits.
**
Salary
Base: $60,000.00 - $80,000.00 USD; Bonus/Equity: Not specified; Benefits: Comprehensive total rewards package including health, dental, vision, retirement matching, and time off
Skills & Requirements
Must-have
Retirement planning and investment advisory experience
FINRA Series 7 and 65/66 licensing
Ability to educate callers on complex concepts
Experience with 401(k) transactions and IRS regulations
Strong interpersonal and active listening skills
Nice-to-have
Rapport building with diverse clients
Data-driven persuasion techniques
Conceptual thinking for pattern identification
Collaboration with customer care teams
Flexible working arrangements
Key Requirements
Undergraduate degree required
Minimum 5 years financial industry experience
FINRA Series 7 and 65/66 license
Work authorization without future sponsorship needed
Work Rights
Must have work authorization that does not require visa sponsorship