[Remote] Financial Brokerage Specialist - Virtual

Note: The job is a remote job and is open to candidates in USA. Alight Solutions is hiring a Financial Brokerage Specialist to support customers with brokerage investing, retirement plans, IRAs, and college savings options. The role involves researching and troubleshooting customer issues, explaining financial concepts, and helping customers identify appropriate providers and options.

Responsibilities

• Working knowledge of types of After Tax Brokerage Accounts and objectively help customer select most appropriate provider
• Working knowledge of general qualified plan requirements. Able to provide information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules
• Understanding types of IRA accounts and being able to identify which IRA is appropriate and communicate effectively
• Understanding of the college savings plan options available through the PFC. Must be able to effectively navigate internal PFC 529 web site to retrieve needed information
• Being able to build a knowledge base and effectively communicate to employees what the advisor relationship is

Skills

• Knowledge of the securities industry, brokerage investing, and other company services
• 5 years financial industry experience
• Possess the FINRA SIE certification and able to obtain FINRA Series 6 License and 63 License within 6 months of employment
• Possess ability to utilize conceptual thinking to identify patterns, apply concepts and clarify complex information
• Possess ability to educate callers on complex retirement and education funding concepts is necessary
• Possess ability to listen to customers, to understand both articulated and unarticulated needs
• Possess rapport building and interpersonal skills
• Possess teamwork skills needed to engage the energies of others on the team, within the Call Center and DC (Defined Contribution) Client Teams to help in achieving goals
• Possess ability to use data to persuade and influence customers to objectively guide them
• Possess ability to ask relevant probing questions to better assess customer needs
• 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

Benefits

• 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.
• Flexible working arrangements wherever possible.
• Bonus and/or incentive eligibility is determined by role and level.

Company Overview