Remote Financial Brokerage Advisor

Alight Solutions Ltd; Illinois; Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Flexible working

Remote-friendly

Wellbeing programs

Career growth opportunities

Job summary

The Representative role at Alight Financial Services requires knowledge of the securities industry, brokerage investing, and other company services. Effective communication skills are essential for customer and support interactions, as well as independent work, troubleshooting, researching issues, and developing solutions.

Applicants should have 5 years in financial services, FINRA SIE, and be able to obtain Series 6 and 63 within 6 months.

Qualifications

• 5 years financial industry experience.
• FINRA SIE certification and ability to obtain Series 6 and 63 within 6 months.
• Ability to educate callers on retirement and education funding concepts.
• Strong interpersonal and teamwork skills.

Responsibilities

• Working knowledge of After Tax Brokerage Accounts to advise customers.
• Explain general qualified plan requirements and effects of distributions and loans.
• Identify appropriate IRA types and explain options to customers.
• Navigate PFC 529 information to assist college savings goals.
• Communicate advisor relationships to employees clearly.

Skills

FINRA SIE certification

Series 6 License

Series 63 License

Communication skills

Problem solving

Job description

The Representative role at Alight Financial Services requires knowledge of the securities industry, brokerage investing, and other company services. Effective communication skills are essential for customer and support interactions, as well as independent work, troubleshooting, researching issues, and developing solutions.

Applicants should have 5 years in financial services, FINRA SIE, and be able to obtain Series 6 and 63 within 6 months.