Financial Education Consultant

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.

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.
Deliver various retirement and general financial education workshops to Client employees on a regular basis, either in person or virtually via a webinar platform.
Conduct group meetings to educate and inform Client employees on the Plan changes as enhancements and modifications are made to the Client Retirement Plan(s).
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, and utilize tools and resources available to improve their overall financial wellness.
Provide Client and Alight Solutions with monthly reports of the sessions performed, including the number of sessions conducted, number of attendees, topics covered, and a summary of attendee feedback.
Develop new retirement and financial planning education information as well as continuous improvements to existing workshops and material.
Be available to travel to Client locations as agreed upon by Client and Alight Solutions on an ongoing basis.