Financial Solutions Registered Representative

Job Description:

  • Provide financial education on investment and financial vehicles available to plan participants
  • Handle inbound calls and provide financial education
  • Answer complex questions about investment and payment options
  • Offer guidance on appropriate tools and services
  • Explain effects of plan distributions, loans, investment choices, and specific plan rules
  • Independently troubleshoot and research issues and develop solutions
  • Process transactional support for plan participants
  • Focus guidance on qualified and non-qualified retirement plan benefits

Requirements:

  • Possess FINRA Series 6 License
  • Ability to obtain the FINRA Series 63 License within 6 months of employment
  • Be a US Citizen
  • Have work authorization that does not now or in the future require visa sponsorship in the United States
  • Demonstrate Defined Contribution, Mutual Fund, and College Savings Plan experience
  • Have experience in customer service and/or financial services
  • Be detail oriented and well-organized
  • Ability to ask relevant probing questions to assess customer needs
  • Use data to persuade and influence customers to objectively guide them
  • Demonstrate active listening to understand articulated and unarticulated customer needs
  • Successfully complete a background check consistent with Alight’s employment policies
  • Attend virtual interviews on video; camera-on culture
  • May require occasional travel to a physical office location

Benefits:

  • Health, dental and vision coverages starting Day One
  • Wellbeing programs
  • Retirement plans with contribution matching
  • Generous time off
  • Parental leave
  • Continuing education
  • Career growth opportunities
  • Flexible working arrangements wherever possible
  • Competitive total rewards package
  • Continuing education and training
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