Virtual Estate Planning and Probate Paralegal
Equivity
Cloud
Financial Education Consultant
Alight Solutions
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $51,800 - $115,000 per year
Job Level
Mid-LevelSenior
Tech Stack
Cloud
About the role
- Provide overview of Client Retirement Plans, answer questions, assist participants in understanding tools, resources, and benefits administered by Alight to promote overall financial well-being via enrollment meetings.
- Deliver retirement and general financial education workshops to Client employees in person or virtually; prepare workshop materials and record educational videos when requested.
- Conduct group meetings to educate on plan changes as enhancements and modifications occur.
- Provide individual employee financial education sessions to help set retirement goals, assess strategies, develop savings and investment strategies, and utilize retirement and financial planning tools.
- Support employees in ongoing use of retirement and financial planning tools.
- Provide monthly reports to Client and Alight Solutions of sessions performed including attendees, topics covered, and attendee feedback summaries.
- Develop new retirement and financial planning education information and improve existing workshops and materials.
- Travel to Client locations as agreed upon.
Requirements
- 3 to 5 years of experience in delivering financial education workshops to individuals or employees.
- Individuals with 3 to 5 years of experience in a financial or investments call center with excellent presentation skills will be considered.
- FINRA Series 7 (or 6) and Series 66 (or 65) are required.
- CRPC (Chartered Retirement Planning Counselor) or similar designation required (or willingness to obtain within six months of hire).
- Strong proficiency in Microsoft Office required, especially PowerPoint and Excel.
- Strong employee retirement plan knowledge preferred.
- Alight requires all virtual interviews to be conducted on video.
- Applicants must have work authorization that does not require sponsorship.
