Financial Education Consultant

Overview

Financial Education Consultant- ONSITE in Indianapolis, IN Come make a difference and consider this unique opportunity to step into a rewarding career. Do you have experience delivering enterprise products and services in a high-growth environment?

Alight Solutions Is Looking for a Financial Education Consultant

As part of an industry-leading team, you will help drive results for our clients by delivering innovative and effective solutions as part of our Financial Services business group within Alight Solutions.

Your Impact as a Financial Education Consultant

Alight Solutions Financial Education Consultants provide financial education services to employees of one or more Alight Solutions clients. We are recruiting an Education Consultant to staff an Indianapolis, IN based position. The Education Consultant will work from home and/or work from a client location.

Responsibilities

• Enrollment meetings for Client employees: provide an overview of the Client Retirement Plans, answer questions, and assist participants in understanding the tools, resources, and other benefits programs administered by Alight to promote overall financial well-being.
• Group meetings: deliver retirement and general financial education workshops to Client employees on a regular basis, either in person or virtually via a webinar platform. Prepare some education workshop materials and record educational videos when requested.
• Ad hoc meetings: conduct group meetings to educate and inform Client employees on Plan changes as enhancements/modifications are made to the Client Retirement Plan(s).
• Individual employee financial education sessions: educate employees on how to use retirement and investment tools, helping each employee to set personal retirement goals, assess current strategy, develop a savings and investment plan, and utilize tools to improve overall financial wellness.
• Ongoing support: be available to assist employees in using retirement and financial planning tools.
• Monthly Reporting: provide Client and Alight Solutions with monthly reports of sessions, including attendees, topics covered, and attendee feedback.
• Develop Training Materials: create new retirement and financial planning education information and continuously improve existing workshops and materials.
• Travel: be available to travel to Client locations as agreed upon with Client and Alight Solutions.

Position Requirements

• 3 to 5 years of experience delivering financial education workshops to individuals or employees.
• 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, especially PowerPoint and Excel.
• Strong knowledge of employee retirement plans preferred.

Additional Information

Alight requires all virtual interviews to be conducted on video.

Flexible Working: We consider flexible working arrangements wherever possible. Alight has been a leader in flexible workspace and was named a "Top 100 Company for Remote Jobs" five years in a row.

Benefits

We offer programs and plans for a healthy mind, body, wallet and life, including health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity/paternity & adoption leave, continuing education and training, and several voluntary benefit options.

By applying for a position with Alight, you understand that any offer will be contingent on a background check in accordance with Alight's policies. Background checks may include SSN/SIN validation, education, employment verification, criminal checks, sanctions/government watch lists, credit check, and/or drug test as applicable.

Inclusion and Equal Opportunity

Our commitment to Inclusion: We celebrate differences and foster an environment where everyone feels valued, respected, and supported. Alight is an Equal Employment Opportunity employer and does not discriminate on the basis of protected characteristics. We provide reasonable accommodations for the hiring process; if needed, contact alightcareers@alight.com.

Authorization to work: Applicants must have work authorization for the country they are applying in and not require visa sponsorship now or in the future.

Salary range: Minimum 51,800 USD, Maximum 115,000 USD. Pay transparency and benefits information are provided during the hiring process and on the company benefits selector page.

Disclaimer: This job description does not restrict management's right to assign or reassign duties to other entities, including subsidiaries, partners, or purchasers of Alight business units.

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