Financial Solutions Registered Representative

🕒 il y a 17 jours

🌲 North Carolina – Distant

infoinfo

💵 $50 000 - $60 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de Alight Solutions, pas via un site d'emploi

Repérée par Remote Rocketship il y a 17 jours

Toujours ouverte sur le site de Alight Solutions. Vérifiée il y a 2 heures.

Logo of Alight Solutions

Alight Solutions

10 000+ employés

🤝 B2B

🏥 Santé

☁️ SaaS

💰 €22 500 000 Post-IPO Secondary - Alight Solutions en 2023-08

B2B • Healthcare • SaaS

Alight Solutions est un leader en administration des avantages sociaux qui offre des solutions de santé, de richesse, de congés et des solutions RH associées pour les grandes entreprises et leurs employés. La société aide à gérer l'administration des avantages sociaux et les processus liés au capital humain pour les entreprises, desservant de nombreuses grandes organisations mondiales et plus de 30 millions de personnes. Alight met également l'accent sur les rôles de produits et technologies, la durabilité d'entreprise, les récompenses totales, et se concentre sur la transformation des vies et des organisations en maximisant la santé, le bien-être financier et professionnel.

Description

• Provide financial education on investment and financial vehicles available to plan participants • Handle inbound calls and provide financial education • Answer complex questions about investment and payment options • Offer guidance on appropriate tools and services • Explain effects of plan distributions, loans, investment choices, and specific plan rules • Independently troubleshoot and research issues and develop solutions • Process transactional support for plan participants • Focus guidance on qualified and non-qualified retirement plan benefits

🎯 Exigences

• Possess FINRA Series 6 License • Ability to obtain the FINRA Series 63 License within 6 months of employment • Be a US Citizen • Have work authorization that does not now or in the future require visa sponsorship in the United States • Demonstrate Defined Contribution, Mutual Fund, and College Savings Plan experience • Have experience in customer service and/or financial services • Be detail oriented and well-organized • Ability to ask relevant probing questions to assess customer needs • Use data to persuade and influence customers to objectively guide them • Demonstrate active listening to understand articulated and unarticulated customer needs • Successfully complete a background check consistent with Alight’s employment policies • Attend virtual interviews on video; camera-on culture • May require occasional travel to a physical office location

🏖️ Avantages

• Health, dental and vision coverages starting Day One • Wellbeing programs • Retirement plans with contribution matching • Generous time off • Parental leave • Continuing education • Career growth opportunities • Flexible working arrangements wherever possible • Competitive total rewards package • Continuing education and training

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