Financial Education Consultant- (Puerto Rico/Onsite)

Alight•San Juan, PR

4d•$60,000 - $75,000•Hybrid

About The Position

The Financial Education Consultant delivers financial education presentations, retirement plan education, and financial wellness workshops for employees of Alight clients. The role partners with client organizations to increase employee engagement, understanding, and use of retirement benefits and financial planning resources. It is a hybrid position involving work from a home office and regular travel to client locations throughout Puerto Rico. The consultant delivers education through individual meetings, group presentations, benefits fairs, and other onsite and virtual events. They explain retirement plan features, available resources, and financial wellbeing programs in clear, accessible language; tailor presentations and learning materials to client needs; and help participants use retirement benefits and financial planning tools to set goals, evaluate retirement strategies, and develop savings and investment approaches. The role also includes preparing monthly activity reports, developing and improving educational content, identifying ways to strengthen engagement and learning outcomes, and collaborating with clients and internal stakeholders to deliver programs and meet client objectives. Regular onsite work at client offices and travel throughout Puerto Rico are required.

Requirements

Bilingual proficiency in Spanish and English.
At least 3 years of experience delivering financial education workshops to individuals or employees, or at least 3 years of experience in a financial or investment call center combined with strong presentation skills.
FINRA Series 6 or 7 license and Series 65 or 66 license.
Ability to work onsite at client offices regularly.
Ability to travel to client locations throughout Puerto Rico as required.
Proficiency with Microsoft Office, particularly Excel for data analysis and PowerPoint for presentation development.
Strong presentation, facilitation, verbal communication, and interpersonal skills.
Ability to prioritize tasks, manage multiple client requests, and support timely delivery.

Nice To Haves

Chartered Retirement Planning Counselor (CRPC) designation, a similar certification, or willingness to obtain the designation within six months of hire.

Responsibilities

Deliver financial education through individual meetings, group presentations, benefits fairs, and other onsite and virtual educational events.
Explain retirement plan features, available resources, and financial wellbeing programs in simple, clear, accessible language.
Tailor educational presentations, workshop materials, and recorded learning content to client needs.
Educate participants on how to use retirement plan benefits and financial planning tools effectively.
Support participants in establishing financial goals, evaluating retirement strategies, developing savings and investment approaches, and using available resources to support financial wellbeing.
Prepare monthly activity reports summarizing sessions, attendance, topics covered, and participant feedback.
Develop educational content and enhance existing workshops and learning materials.
Identify opportunities to strengthen participant engagement and learning outcomes.
Collaborate with clients and internal stakeholders to support successful program delivery.
Build and maintain positive, productive relationships with client contacts and colleagues.
Work onsite at client offices throughout Puerto Rico regularly to support educational programs and client objectives.
Travel to client locations as required for business needs, educational events, and client engagement activities.