Job Description

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 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.

Alight requires all virtual interviews to be conducted on video.

Flexible Working

So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and "Top 100 Company for Remote Jobs" 5 years in a row.

Benefits

We offer programs and plans for a healthy mind, body, wallet and life because it's important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as several voluntary benefit options.

By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight's employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.

Our commitment to Inclusion

We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful.

At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future.

As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact alightcareers@alight.com.

Equal Opportunity Policy Statement

Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law. In addition, we take affirmative action to employ, disabled persons, disabled veterans and other covered veterans.

Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting their recruiter.

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.

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.

Job Tags

Similar Jobs