AFA Investment Advisor- (Work from home)

Alight is Looking for an Investment Advisor

Our story

At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to "Be Alight."

Our Values:

Champion People - be empathetic and help create a place where everyone belongs.

Grow with purpose - Be inspired by our higher calling of improving lives.

Be Alight - act with integrity, be real and empower others.

It's why we're so driven to connect passion with purpose. Our team's expertise in human insights and cloud technology gives companies and employees around the world the ability to power confident decisions, for life.

With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work.

Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight.

Learn more at careers.alight.com.

Your Impact As an Investment Advisor

* Receive inbound calls from retirement plan participants looking for assistance with financial planning and investment advisory services within our call center.

* Explain the investment services available to inbound callers with the goal to direct them to the correct service.

* Interview individuals to gather required information, review planning suggestions, and deliver the financial plan to the individual.

* Provide financial education related to various retirement plan topics.

* Make warm outbound calls to customers who have expressed interest in obtaining assistance with the creation of a financial plan or our advisory programs.

* Explain employer-based retirement plan requirements and basic IRS regulations related to 401(k) transactions to retirement plan participants.

* Interface with the Benefits Center Customer Service teams as necessary to ensure a seamless customer experience (e.g., educating CSAs on Advisory products and services, reciprocal sharing of best practices, identifying techniques for improving referrals).

* Interacting with customers with account questions; update account information as needed; respond to customer inquiries on related issues; troubleshoot basic technical problems; provide product and service literature upon request.

* Responsible for participating in the process of setting up new accounts and maintaining accounts for customers.

* Accurately recording account openings and other transactions in our record keeping database

You Bring Knowledge and Expertise

Required Experience:

* Experience in delivering financial planning and investment advisory services required.

* Experience in dealing with phone-based Customer Service, Sales and/or Marketing experience preferred.

* Strong rapport building and interpersonal skills are necessary.

* Ability to educate callers on complex retirement and investment concepts is necessary.

* Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information.

* Demonstrate sustained confidence and resilience during challenging interactions.

* Actively listen to customers to understand both articulated and unarticulated needs.

* Ability to ask relevant probing questions to better assess customer needs.

* Use data to persuade and influence customers to objectively guide them.

* FINRA 65 or 66 required

* Certified Financial Planner or Chartered Retirement Plan Consultant designation preferred.

* Good presentation skills required.

Education:

• Bachelordegree and minimum of 5 years financial industry experience.

Flexible Working

So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and "Top 100 Company for Remote Jobs" 5 years in a row.

Benefits

We offer programs and plans for a healthy mind, body, wallet and life because it's important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as a number of voluntary benefit options.

By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight's employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.

Our commitment to Diversity and Inclusion

Alight is committed to diversity, equity, and inclusion. We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful.

At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future.

Diversity Policy Statement

Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state or local law. In addition, we take affirmative action to employ and advance in the employment of qualified minorities, women, disabled persons, disabled veterans and other covered veterans.

Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting his/her recruiter.

Authorization to work in the Employing Country

Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the Employing Country and with Alight.

Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units

We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

DISCLAIMER:

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.