Alight is seeking a Retirement Counselor to provide financial education and support to clients in the Financial Services business group. The role is fully remote and offers a comprehensive benefits package, emphasizing a culture of flexibility, inclusiveness, and professional growth
Job Summary
The role involves delivering innovative financial solutions and educating clients on complex retirement and investment concepts.
Alight offers a comprehensive total rewards package including health coverage starting Day One and generous time off.
The company is recognized as a 'Great Place to Work' for the past 7 years and a leader in flexible workspace.
Matching Summary
Match Score: 85
Alight is seeking a Retirement Counselor to provide financial education and support to clients in the Financial Services business group. The role is fully remote and offers a comprehensive benefits package, emphasizing a culture of flexibility, inclusiveness, and professional growth.
Salary
Base: $60,000.00 - $80,000.00 USD; Bonus/Equity: Not specified; Benefits: Comprehensive total rewards package with matching contributions
Skills & Requirements
Must-have
Retirement plan rollover assistance
Investment advisory service delivery
IRA account education
IRS regulation explanation
Account setup and maintenance
Nice-to-have
Rapport building skills
Active listening capabilities
Conceptual thinking ability
Data-driven persuasion
Flexible working arrangements
Key Requirements
FINRA Series 7 license
FINRA Series 65 or 66 license
Undergraduate degree required
Minimum 5 years financial industry experience
Experience in retirement planning and investment advisory
Work Rights
Must have work authorization without future sponsorship