Retirement Counselor

Alight Solutions

. Interacting with retirement plan participants through multiple channels needing assistance with retirement plan rollovers.

Posted 4/22/2026full-timeRemote • North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Interacting with retirement plan participants through multiple channels needing assistance with retirement plan rollovers.
Supporting investment advisory services.
Explaining investment services available to participants with the goal to direct them to the correct service.
Providing financial education related to various retirement plan topics.
Interviewing individuals to gather required information, review planning suggestions, and deliver the right solution to the individual.
Making warm outbound calls to customers interested in the creation of an account or in our programs.
Explaining employer-based retirement plan requirements and basic IRS regulations related to 401(k) transactions to retirement plan participants.
Collaborating with Benefits Center Customer Care teams to enhance customer experience.
Providing education on IRA accounts, Advisory products, and best practices.
Identifying strategies to improve referrals and facilitate reciprocal sharing of knowledge.
Engaging with customers to handle account inquiries and update information.
Providing assistance with trading activities and respond to customer inquiries.
Troubleshooting basic technical issues and offer product and service literature.
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.

Requirements

What you’ll need

Have FINRA Series 7 and 65/66 or able to obtain within 90 days of employment.
Have undergraduate degree and minimum of 5 years financial industry experience.
Have experience in delivering retirement planning and investment advisory services required.
Have ability to educate callers on complex retirement and investment concepts is necessary.
Also, rapport building and interpersonal skills are necessary.
Possess active listening skills to understand both articulated and unarticulated needs of the client.
Possess ability to ask relevant probing questions to better assess customer needs.
Also, use data to persuade and influence customers to objectively guide them.
Possess ability to utilize conceptual thinking to identify patterns, apply concepts and clarify complex information.

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement plan rolloversinvestment advisory servicesfinancial educationaccount managementtrading activitiesrecord keepingIRS regulations401(k) transactionsIRA accountscustomer inquiries

Soft Skills

rapport buildinginterpersonal skillsactive listeningprobing questionsconceptual thinkingpersuasioninfluencecustomer needs assessmentcollaborationcustomer experience enhancement

Certifications

FINRA Series 7FINRA Series 65FINRA Series 66undergraduate degree