Remote Retirement Solutions Advisor

Alight Solutions; North Carolina; Hybrid; USD 50.000 - 60.000; Vollzeit

Benefits dieser Stelle

Health, dental, vision coverage

Wellbeing programs

Retirement plan with company matching

Continuing education

Career growth opportunities

Remote-friendly workspace

Zusammenfassung

Alight Solutions is seeking a role focused on educating plan participants about retirement options, investments, and plan rules. The position emphasizes guidance on tools and services and requires FINRA licenses, government contracting eligibility, and strong customer service experience.

The role involves handling inquiries, resolving issues, and facilitating compliant plan transactions. Flexible working is offered, with potential travel to office locations as needed for collaboration and

Qualifikationen

• FINRA Series 6 license required; Series 63 license obtainable within 6 months.
• US citizen, as role supports federal government or contractor.
• Experience with Defined Contribution plans, mutual funds, and college savings plans.
• Customer service experience in financial services preferred.
• Must be detail oriented and able to ask probing questions and use data to guide customers.
• Strong active listening skills to uncover explicit and implicit needs.

Aufgaben

• Provide financial education on retirement plan options and related tools.
• Answer complex questions about investment and payment options for plan participants.
• Offer guidance on appropriate tools and services for participants.
• Explain effects of distributions, loans, and investment changes within plan rules.
• Troubleshoot issues independently and develop solutions.
• Process transactional support for plan participants.
• Deliver guidance on both qualified and non-qualified retirement plan benefits.

Kenntnisse

FINRA Series 6 License

FINRA Series 63 License

US Citizenship

Defined Contribution experience

Mutual Fund experience

College Savings Plan experience

Customer Service experience

Attention to detail

Active listening

Probing questions

Jobbeschreibung

Alight Solutions is seeking a role focused on educating plan participants about retirement options, investments, and plan rules. The position emphasizes guidance on tools and services and requires FINRA licenses, government contracting eligibility, and strong customer service experience.

The role involves handling inquiries, resolving issues, and facilitating compliant plan transactions. Flexible working is offered, with potential travel to office locations as needed for collaboration and