Alight Solutions · 14 hours ago
Financial Advisor- (Virtual US)
United States
Full-time
Remote
Mid Level
$56K/yr - $86K/yrAlight Solutions is dedicated to enhancing the lives of its employees and clients through a comprehensive benefits ecosystem. The Financial Advisor role involves assisting clients with financial planning, managing accounts, and providing investment advisory services, all while delivering exceptional customer support.
ConsultingEmployee BenefitsFinanceHuman ResourcesSoftware
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
Health coverage options
Wellbeing and support programs
Retirement
Vacation and sick leave
Maternity, paternity & adoption leave
Continuing education and training
Voluntary benefit options
Company
Alight Solutions
Alight Solutions is a cloud-based human capital technology company that offers HR and financial solutions.
Founded in 2017
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.64BKey Investors
Caterpillar Ventures
2023-08-22Post Ipo Secondary· $22.5M
2021-07-06Post Ipo Equity· $1.55B
2021-07-06IPO
Leadership Team
Donna Dorsey
Chief Human Resources Officer
Stephen Rush
Chief Commercial Officer
Recent News
Business Wire
2025-12-18
2025-12-16
Company data provided by crunchbase