Financial Advisor – Virtual US
Alight Solutions
full-time
Posted on:
Location Type: Remote
Location: Remote • Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $55,500 - $85,500 per year
Job Level
Junior
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment advisory servicesaccount managementdata analysistroubleshooting
Soft skills
interpersonal skillscommunicationconceptual thinkingactive listeningpersuasionresiliencerapport building
Certifications
Series 65Series 66