Our story At Alight, we believe a company’s success starts with its people.
It’s why we’re so driven to connect passion with purpose.
Our team’s expertise in human insights and cloud technology, allows companies and employees around the world to transform and thrive.
With a competitive total rewards package, continuing education and training and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work.
Join our team.
Because transformation takes a workforce.
Learn more at careers.alight.com.
Alight Is Looking For An Investment Advisor 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 Advisory Services business group within Alight in Charlotte, NC.
As an Investment Advisor you will report directly to the Team Manager .
Your Impact As An Investment Advisor Receive inbound calls from retirement plan participants looking for assistance with financial planning and investment advisory services within our call center.
Explain the investment services available to inbound callers with the goal to direct them to the correct service.
Interview individuals to gather required information, review planning suggestions, and deliver the financial plan to the individual.
Provide financial education related to various retirement plan topics.
Make warm outbound calls to customers who have expressed interest in obtaining assistance with the creation of a financial plan or our advisory programs.
Explain employer-based retirement plan requirements and basic IRS regulations related to 401(k) transactions to retirement plan participants.
Interface with the Benefits Center Customer Service teams as necessary to ensure a seamless customer experience (e.g., educating CSAs on Advisory products and services, reciprocal sharing of best practices, identifying techniques for improving referrals).
Interacting with customers with account questions; update account information as needed; respond to customer inquiries on related issues; troubleshoot basic technical problems; provide product and service literature upon request.
Responsible for 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 You Bring Knowledge and Expertise Required Experience: Experience in delivering financial planning and investment advisory services required.
Experience in dealing with phone-based Customer Service, Sales and/or Marketing experience preferred.
Strong rapport building and interpersonal skills are necessary.
Ability to educate callers on complex retirement and investment concepts is necessary.
Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information.
Demonstrate sustained confidence and resilience during challenging interactions.
Actively listen to customers to understand both articulated and unarticulated needs.
Ability to ask relevant probing questions to better assess customer needs.
Use data to persuade and influence customers to objectively guide them.
FINRA 65 or 66 required Certified Financial Planner or Chartered Retirement Plan Consultant designation preferred.
Good presentation skills required.
Education: Bachelor degree and minimum of 5 years financial industry experience.
Our commitment to Diversity and Inclusion Alight believes diversity should be visible, valued, and sustained throughout the organization.
And we’re committed to enabling an inclusive culture of belonging that engages all colleagues and grows the diversity of our talent to proudly represent the clients and communities we serve.
As an affirmative action employer, we adhere to the principles of equal employment opportunity in the workplace as defined in our diversity policy statement.
Diversity Policy Statement Alight does not discriminate against anyone based on sex, gender, 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 and advance in employment qualified minorities, women, 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 his/her recruiter.
Authorization to work in the United States Applicants for employment in the United States must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States 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.
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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.
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