Financial Brokerage Specialist

🔥 13 minutes ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

💵 $48k - $58k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Alight Solutions

WebsiteLinkedInAll Job Openings

10,000+ employees

🤝 B2B

🏥 Healthcare

☁️ SaaS

💰 $22.5M Post-IPO Secondary - Alight Solutions on 2023-08

B2B • Healthcare • SaaS

Alight Solutions is a leading benefits administration provider that delivers health, wealth, leave, and related HR point solutions for large organizations and their employees. The company helps manage benefits administration and human capital-related processes for enterprises, serving many of the world’s largest organizations and over 30 million people. Alight also emphasizes product and technology roles, corporate sustainability, total rewards, and a focus on transforming lives and organizations by maximizing health, financial and work wellbeing.

📋 Description

• Help customers select the most appropriate provider for After Tax Brokerage Accounts • Provide information and guidance about qualified plan distributions, loans, investment choices, and plan rules • Identify appropriate IRA types and communicate recommendations effectively • Navigate the internal PFC 529 website to retrieve college savings plan information • Build a knowledge base and communicate the advisor relationship to employees • Handle customer and support interactions • Work independently to troubleshoot, research issues, and develop solutions • Educate callers on retirement and education funding concepts • Collaborate with Call Center and Defined Contribution Client Teams to achieve goals

🎯 Requirements

• 5 years financial industry experience • Possess the FINRA SIE certification • Able to obtain FINRA Series 6 License and 63 License within 6 months of employment • Knowledge of the securities industry, brokerage investing, and company services • Ability to utilize conceptual thinking to identify patterns, apply concepts, and clarify complex information • Ability to educate callers on complex retirement and education funding concepts • Ability to listen to customers and understand articulated and unarticulated needs • Rapport-building and interpersonal skills • Teamwork skills to engage colleagues within the Call Center and Defined Contribution Client Teams • Ability to use data to persuade and influence customers objectively • Ability to ask relevant probing questions to assess customer needs • Work authorization in the United States without requiring current or future visa sponsorship • Successful completion of a background check

🏖️ Benefits

• 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 • Occasional travel to physical office locations may be required • Comprehensive benefits package • Competitive total rewards package • Continuing education and training