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Defined Contributions Customer Solutions Specialist – Licensed

Defined Contributions Customer Solutions Specialist – Licensed

CompanyAlight
LocationTexas, USA
Salary$39600 – $73600
TypeFull-Time
Degrees
Experience LevelMid Level

Requirements

  • US citizens or residents with industry experience in Defined Contribution or Plans
  • FINRA Series 6 or 7 credential
  • Additional qualifications such as Series 63/65/66 are advantageous

Responsibilities

  • Manage incoming calls providing financial advice
  • Offer guidance on plan distributions, loans, investment choices, and specific plan rules

Preferred Qualifications

  • Additional qualifications such as Series 63/65/66 are advantageous