Financial Solutions Registered Representative

🔥 1 minute ago

🌲 North Carolina – Remote

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💵 $50k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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Logo of Alight Solutions

Alight Solutions

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

• 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

🎯 Requirements

• 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

🏖️ 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 • Competitive total rewards package • Continuing education and training

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