Strada · 3 months ago
Financial Advisor- (Virtual US)
United States
Full-time
Remote
Mid Level
$56K/yr - $86K/yrAlight is a company that champions people and helps clients gain a benefits advantage. The Financial Advisor will provide assistance with financial planning and investment advisory services, supporting clients through inbound and outbound calls.
AdviceBookkeeping and PayrollBusiness DevelopmentConsulting
No H1B
Responsibilities
Receiving inbound calls from retirement plan participants looking for assistance with financial planning. You will also support investment advisory services within our call center
Making warm outbound calls to customers expressing interest in the creation of a financial advisory program
Participating in the process of setting up new accounts and maintaining accounts for customers
Recording account openings accurately and other transactions in our record keeping database
Explaining employer-based retirement plan requirements and basic IRS regulations related to 401(k) transactions to retirement plan participants
Interacting with customers for account questions and updating account information as needed. Respond to customer inquiries on related issues and troubleshoot basic technical problems. You will also provide product and service literature upon requests
Qualification
Required
Series 65 or 66 required
Experience in delivering financial planning and investment advisory services
Educate callers on complex retirement and investment concepts is necessary
Experience building rapport and interpersonal skills are necessary
Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information
Listen to customers to understand both articulated and unarticulated needs
Use data to persuade and influence customers to objectively guide them
Demonstrate sustained confidence and resilience during client interactions
Ask relevant probing questions to better assess customer needs
Preferred
Pacific Time Zone preferred to help support call center hours
Benefits
A variety of health coverage options
Wellbeing and support programs
Retirement
Vacation and sick leave
Maternity, paternity & adoption leave
Continuing education and training
Several voluntary benefit options
Company
Strada
Strada is a payroll and tech company that offers workforce management with cloud solutions and services for multinational organizations.
Founded in 2018
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Colin Brennan
Chief Executive Officer
Gautam Mekala
Chief Information Officer
Company data provided by crunchbase