Strada · 4 months ago
Financial Education Consultant
US-IN-Indiana-Virtual
Full-time
Hybrid
Mid Level
$52K/yr - $115K/yr
3+ years expAlight Solutions is seeking a Financial Education Consultant to drive results for clients by delivering innovative financial education services. The role involves conducting enrollment meetings, group workshops, and individual sessions to enhance employees' financial well-being and support their retirement planning efforts.
AdviceBookkeeping and PayrollBusiness DevelopmentConsulting
No H1B
Responsibilities
Enrollment meetings for Client employees: The Education Consultant will provide an overview of the Client Retirement Plans, answer questions, and assist participants in understanding the available tools, resources, and other benefits programs administered by Alight to promote overall financial well-being
Group meetings: The Education Consultant will deliver various retirement and general financial education workshops to Client employees on a regular basis, either in person or virtually via a webinar platform. The workshops to be delivered will be tailored to the Client Retirement Plans and agreed upon in advance by both Client and Alight Solutions. The Education Consultant will be responsible for preparing some education workshop materials and recording educational videos when requested
Ad hoc meetings: As enhancements and modifications are made to the Client Retirement Plan(s), the Education Consultant will conduct group meetings to educate and inform Client employees on the Plan changes
Individual employee financial education sessions: The Education Consultant will educate employees on how to use the retirement and investment tools available to Client employees so that each employee may: (1) Set personal retirement goals, (2) Assess the employee's current strategy relative to his or her goals, (3) Develop a savings and investment strategy, (4) Utilize tools and resources available to improve their overall financial wellness
Monthly Reporting - The Education Consultant will provide Client and Alight Solutions with monthly reports of the sessions performed. Reports of each session noted above will include the number of sessions conducted including number of attendees, topics covered and a summary of attendee feedback
Develop Training Materials: The Education Consultant will develop new retirement and financial planning education information as well as continuous improvements to existing workshops and material
Travel - The Education Consultant will be available to travel to Client locations as agreed upon by Client and Alight Solutions on an ongoing basis
Qualification
Required
3 to 5 years of experience in delivering financial education workshops to individuals or employees
Individuals with 3 to 5 years of experience in a financial or investments call center with excellent presentation skills will be considered
FINRA Series 7 (or 6) and Series 66 (or 65) are required
CRPC (Chartered Retirement Planning Counselor) or similar designation required (or willingness to obtain within six months of hire)
Strong proficiency in Microsoft Office required, especially PowerPoint and Excel
Preferred
Strong employee retirement plan knowledge preferred
Benefits
Health coverage options
Wellbeing and support programs
Retirement
Vacation and sick leave
Maternity, paternity & adoption leave
Continuing education and training
Voluntary benefit options
Company
Strada
Strada is a payroll and tech company that offers workforce management with cloud solutions and services for multinational organizations.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Colin Brennan
Chief Executive Officer
Gautam Mekala
Chief Information Officer
Company data provided by crunchbase