Financial Education Consultant

Financial Education Consultant – ONSITE in Indianapolis, INCome 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 ConsultantAlight 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 at a client location.ResponsibilitiesEnrollment meetings for client employees: provide an overview of the client retirement plans, answer questions, and assist participants in understanding the available tools, resources, and benefits administered by Alight.Group meetings: deliver retirement and general financial education workshops (in person or virtually) tailored to the client retirement plans and agreed upon in advance.Ad hoc meetings: conduct group meetings to educate and inform employees on plan changes.Individual employee financial education sessions: educate employees on using retirement and investment tools so that each employee may (1) set personal retirement goals, (2) assess the current strategy, (3) develop a savings and investment strategy, (4) utilize tools and resources to improve financial wellness.Monthly reporting: provide monthly reports to client and Alight Solutions summarizing sessions, attendees, topics covered, and feedback.Develop training materials: create new retirement and financial planning education information and continuously improve existing workshops and material.Travel: available to travel to client locations as agreed.Position Requirements3 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 considered.FINRA Series 7 (or 6) and Series 66 (or 65) 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 employee retirement plan knowledge preferred.Alight requires all virtual interviews to be conducted on video.Flexible working arrangements are available. Alight has been a leader in flexible workspace and "Top 100 Company for Remote Jobs" for 5 years in a row.BenefitsWe 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.Background CheckBackground checks may include SSN/SIN validation, education verification, employment verification, criminal check, sanctions and watch lists, credit check, and/or drug test. You will be notified during the hiring process.Our Commitment to InclusionWe celebrate differences and foster an environment where everyone feels valued. Alight welcomes all individuals and is dedicated to an inclusive culture. Reasonable accommodations are provided for the hiring process. Contact alightcareers@alight.com for accommodations.Equal Opportunity Policy StatementAlight is an Equal Employment Opportunity employer and does not discriminate on protected characteristics. It also employs affirmative action for disabled persons and veterans.Authorization to Work in the Employing CountryApplicants must have work authorization that does not require future visa sponsorship.Salary Pay RangeMinimum: 81,000.00 USDMaximum: 100,000.00 USDPay Transparency Statement: compensation is based on experience, education, certification, market data, internal equity, geography, and other factors. Bonus and incentive eligibility are determined by role and level.DISCLAIMERNothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities.Hiring will be directed to the employment site. To apply directly for this job at the employer's website.J-18808-Ljbffr