Financial Advisor – Virtual US

October 31

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

💵 $55.5k - $85.5k / year

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Alight Solutions

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Enterprise • HR Tech • SaaS

Alight Solutions is a leading cloud-based human capital technology and services provider serving some of the world's largest organizations and over 35 million people and dependents. The company focuses on transforming lives and organizations by enhancing health, financial, and work wellbeing. Alight offers a wide range of services, including customer care, technology roles, consulting, application services, and business support, with opportunities for virtual or work-from-home positions. The company emphasizes corporate social responsibility and providing a positive impact on clients, colleagues, and communities.

10,000+ employees

Founded 2016

🏢 Enterprise

👥 HR Tech

☁️ SaaS

📋 Description

• Receiving inbound calls from retirement plan participants for financial planning assistance • Supporting investment advisory services within our call center • Making warm outbound calls to customers interested in financial advisory programs • Participating in setting up new accounts and maintaining customer accounts • Recording account openings accurately in our database • Explaining employer-based retirement plan requirements and IRS regulations • Interacting with customers for account questions and updating information • Responding to customer inquiries and troubleshooting basic technical problems

🎯 Requirements

• Series 65 or 66 required • Experience in delivering financial planning and investment advisory services • Educate callers on complex retirement and investment concepts • Experience building rapport and interpersonal skills • Utilize conceptual thinking to identify patterns and clarify complex information • Listen to customers to understand their needs • Use data to persuade and influence customers • Demonstrate sustained confidence and resilience during client interactions • Ask relevant probing questions to better assess customer needs

🏖️ Benefits

• Health coverage options • Wellbeing and support programs • Retirement plans • Vacation and sick leave • Maternity, paternity & adoption leave • Continuing education and training opportunities • Voluntary benefit options