Financial Education Consultant

Alight Solutions Ltd; Indianapolis (IN); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Alight Financial Advisors seeks a Financial Education Consultant to deliver retirement plan education and financial wellness programs for employees of Alight clients. This role focuses on engaging employees and enhancing their financial confidence through tailored education and workshops.

The position is hybrid, requiring regular work at client offices in the Indianapolis area and periodic remote work when not onsite. Travel to client locations is expected as needed to support program delivery.

Qualifications

• FINRA Series 6/7 and Series 65/66 licenses are required.
• CRPC designation or willingness to obtain within six months of hire.
• 3+ years of experience delivering financial education workshops.

Responsibilities

• Deliver financial education in the form of workshops for plan participants, onsite and virtual.
• Explain retirement plan features and available resources to employees.
• Tailor presentations and materials to specific clients.

Skills

Presentation skills

Verbal communication

Interpersonal skills

Time management

Attention to detail

Education

FINRA Series 6/7 and Series 65/66 licenses

CRPC designation

Tools

Excel

PowerPoint

Microsoft Office

Job description

At Alight, we believe a company’s success starts with its people. Alight embraces values that come directly from our people – purposeful, human, united and growth-minded – reflecting our inclusive culture and promise that our clients expect. 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.

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.

About the Role

As part of an industry-leading team within Alight Financial Advisors, you will help employees improve their financial confidence, retirement readiness, and overall financial wellbeing through engaging education and personalized support.

The Financial Education Consultant delivers financial education programs, retirement plan education, and financial wellness workshops for employees of Alight clients. This role partners with client organizations to increase employee engagement, understanding and utilization of retirement benefits and financial planning resources.

This role is a hybrid position and requires the ability to work from a client office location in Indianapolis on a regular basis. The role may also be performed remotely when not onsite.

Responsibilities

• Deliver financial education in the form of individual meetings, group presentations and benefits fair tabling events for plan participants in onsite and virtual settings.
• Explain retirement plan features, available resources, and financial wellbeing programs.
• Tailor educational presentations, workshop materials, and recorded learning content to the specific client.

Support Participant Financial Wellness

• Educate participants on how to use retirement plan benefits and financial planning tools effectively.
• Evaluate their current retirement strategy.
• Develop savings and investment approaches.
• Utilize available resources to improve overall financial wellbeing.

Reporting and Continuous Improvement

• Prepare monthly activity reports summarizing sessions conducted, attendance, topics covered, and participant feedback.
• Develop new educational content and continuously enhance existing workshops and learning materials.
• Identify opportunities to improve participant engagement and learning outcomes.

Client Partnership and Service Delivery

• 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 in the Indianapolis area on a regular basis to support educational programs and client objectives.
• Travel to additional client locations as needed to support business requirements, educational events, and client engagement activities.

Requirements

• FINRA Series 6 or 7 and Series 65 or 66 licenses.
• 3+ years of experience in delivering financial education workshops to individuals or employees.
• Individuals with 3+ years of experience in a financial or investments call center with excellent presentation skills will be considered.
• Chartered Retirement Planning Counselor (CRPC) designation (or similar certification), or willingness to obtain within six months of hire.Ability to work onsite in client offices within the Indianapolis area on a regular basis.
• Ability to travel to additional client locations as required.
• Skilled in Microsoft Office, with an emphasis on Excel data analysis and PowerPoint presentation design.
• Excellent presentation, facilitation, verbal communication, and interpersonal skills.
• Utilize task prioritization and time management to handle multiple client requests, ensuring timely delivery.

Application and Interview

By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.

Alight requires all virtual interviews to be conducted on video. Please be aware that Alight is a camera-on culture and may require occasional travel to one of our physical office locations.

Our commitment to Inclusion

We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful.

At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future.

As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact [e-mail].

Equal Opportunity Policy Statement

Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law. In addition, we take affirmative action to employ disabled persons, disabled veterans, and other covered veterans.

Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request reasonable accommodations/modifications by contacting their recruiter.

Authorization to work in the Employing Country

Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not, now or in the future, require sponsorship of a visa for employment authorization in the Employing Country and with Alight.

Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.