Financial Education Consultant

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.

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.

• Enrollment meetings for Client employees: 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: deliver various retirement and general financial education workshops to Client employees on a regular basis, either in person or virtually via a webinar platform. Tailor workshops to the Client Retirement Plans and agreed upon in advance by both Client and Alight Solutions. Prepare education workshop materials and record educational videos when requested.
• Ad hoc meetings: conduct group meetings to educate and inform Client employees on Plan changes as enhancements and modifications are made.
• Individual employee financial education sessions: educate employees on how to use the retirement and investment tools available to Client employees so that each employee may: set personal retirement goals, assess the employee's current strategy relative to his or her goals, develop a savings and investment strategy, utilize tools and resources available to their overall financial wellness.
• Monthly reporting: provide Client and Alight Solutions with monthly reports of the sessions performed, including number of sessions conducted, number of attendees, topics covered and a summary of attendee feedback.
• Develop training materials: develop new retirement and financial planning education information as well as continuous improvements to existing workshops and material.
• Travel: available to travel to Client locations as agreed upon by Client and Alight Solutions on an ongoing basis.

• 3 to 5 years of experience in delivering financial education workshops to individuals or employees.
• Experience in a financial or investments call center with excellent presentation skills.
• 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.

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.

We offer programs and plans for a healthy mind, body, wallet and life including various 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.

Background checks are part of the hiring process. Applicants will be notified during the hiring process which checks are required.

We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported.

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…