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 currently 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.
The Education Consultant will perform the following responsibilities and services:
Enrollment meetings for Client employees: The Education Consultant will provide an overview of the Client Retirement Plans, answer questions, and assist participants in understanding the available tools, resources, and other benefits programs administered by Alight to promote overall financial well-being.
Group meetings: The Education Consultant will deliver various retirement and general financial education workshops to Client employees on a regular basis, either in person or virtually via a webinar platform. The workshops to be delivered will be tailored to the Client Retirement Plans and agreed upon in advance by both Client and Alight Solutions. The Education Consultant will be responsible for preparing some education workshop materials and recording educational videos when requested.
Ad hoc meetings: As enhancements and modifications are made to the Client Retirement Plan(s), the Education Consultant will conduct group meetings to educate and inform Client employees on the Plan changes.
Individual employee financial education sessions: The Education Consultant will educate employees on how to use the retirement and investment tools available to Client employees so that each employee may:
(1) Set personal retirement goals,
(2) Assess the employee’s current strategy relative to his or her goals,
(3) Develop a savings and investment strategy,
(4) Utilize tools and resources available to improve their overall financial wellness
In addition to the education sessions, the Education Consultant will be available to support employees in their use of the retirement and financial planning tools on an ongoing basis.
Monthly Reporting - The Education Consultant will provide Client and Alight Solutions with monthly reports of the sessions performed. Reports of each session noted above will include the number of sessions conducted including number of attendees, topics covered and a summary of attendee feedback.
Develop Training Materials: The Education Consultant will develop new retirement and financial planning education information as well as continuous improvements to existing workshops and material.
Travel - The Education Consultant will be available to travel to Client locations as agreed upon by Client and Alight Solutions on an ongoing basis.

POSITION 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.

AUTHORIZATION TO WORK IN THE EMPLOYING COUNTRY

Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the Employing Country and with Alight.
Note, this job description does not restrict management’s right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.
We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
Salary Pay Range
Minimum :

DISCLAIMER:

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.
Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer

Please refer the Job description for details