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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