Financial Advisor- (Virtual US)
About the position Investment Advisor Are you a detail-oriented individual with an interest in evaluating processes and performance? Are you a fast learner who is fascinated by Client interactions? 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. Alight helps clients gain a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, absence management and navigation. 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 About the Role Become part of our industry-leading team, delivering innovative solutions and driving results for clients. You'll be a member of the Advisory Services business, reporting directly to the Team Manager.
Responsibilities
- Receiving inbound calls from retirement plan participants looking for assistance with financial planning.
- You will also support investment advisory services within our call center.
- Making warm outbound calls to customers expressing interest in the creation of a financial advisory program.
- Participating in the process of setting up new accounts and maintaining accounts for customers.
- Recording account openings accurately and other transactions in our record keeping database.
- Explaining employer-based retirement plan requirements and basic IRS regulations related to 401(k) transactions to retirement plan participants.
- Interacting with customers for account questions and updating account information as needed.
- Respond to customer inquiries on related issues and troubleshoot basic technical problems.
- You will also provide product and service literature upon requests.
Requirements
- Series 65 or 66 required
- Experience in delivering financial planning and investment advisory services.
- Educate callers on complex retirement and investment concepts is necessary.
- Experience building rapport and interpersonal skills are necessary.
- Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information.
- Listen to customers to understand both articulated and unarticulated needs.
- Use data to persuade and influence customers to objectively guide them.
- Demonstrate sustained confidence and resilience during client interactions.
- Ask relevant probing questions to better assess customer needs.
- Pacific Time Zone preferred to help support call center hours
- Alight requires all virtual interviews to be conducted on video.
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 several voluntary benefit options.
Apply tot his job Apply To this Job