Financial Advisor- (Virtual US)

Alight Solutions

3d•Remote

About The Position

Our story At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.” We are passionate about connecting purpose with impact. 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. Our Benefits With a comprehensive total rewards package, Alight offers programs and plans that support your mind, body, wallet, and life. Benefits include health, dental and vision coverages starting Day One. Additionally, Alight colleagues enjoy wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, and career growth opportunities – all within a thriving global organization. Flexible Working So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 6 years in a row. Great Place to Work Thanks to the work of every colleague, Alight has received multiple awards of recognition including “Great Place to Work” for the past 7 years and Fortune’s “Best Companies to Work For.” To learn more about our company culture and awards Click Here. If you, Champion People, seek to Grow with Purpose, and embody the meaning of Be Alight – We invite you to join our team! Learn more at careers.alight.com. About the Role Become part of our industry-leading team, delivering innovative solutions and driving results for clients. You'll be a member of the Advisory Services business, reporting directly to the Team Manager.

Requirements

Series 65 or 66 required
Experience in delivering financial planning and investment advisory services.
Educate callers on complex retirement and investment concepts is necessary.
Experience building rapport and interpersonal skills are necessary.
Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information.
Listen to customers to understand both articulated and unarticulated needs.
Use data to persuade and influence customers to objectively guide them.
Demonstrate sustained confidence and resilience during client interactions.
Ask relevant probing questions to better assess customer needs

Responsibilities

Receiving inbound calls from retirement plan participants looking for assistance with financial planning.
You will also support investment advisory services within our call center.
Making warm outbound calls to customers expressing interest in the creation of a financial advisory program.
Participating in the process of setting up new accounts and maintaining accounts for customers.
Recording account openings accurately and other transactions in our record keeping database.
Explaining employer-based retirement plan requirements and basic IRS regulations related to 401(k) transactions to retirement plan participants.
Interacting with customers for account questions and updating account information as needed.
Respond to customer inquiries on related issues and troubleshoot basic technical problems.
You will also provide product and service literature upon requests.