Alight Solutions

Compensation

Full Description

Job Description: • Oversee financial education projects to ensure successful and timely delivery • Assist the financial education team in creating solutions for clients and prospects • Create and maintain a centralized database for workshop materials • Deliver in-person workshops and online webinars including audience Q&A • Connect with business leaders to understand changes to industry, trends, and client feedback • Become a subject matter expert for all financial services products Requirements: • Bachelor's or equivalent experience • Series 6 or 7 and 65 or 66 • Experience in financial planning or advisory services • Defined contribution and/or defined benefit plan experience • Experience delivering seminars/training • 5 years of project management and client management experience • CRPC or CFP or ability to acquire CRPC or CFP designation within 90 days of employment • Microsoft Office experience, especially PowerPoint and Excel • Able to travel up to 15% Benefits: • Health coverage options • Wellbeing and support programs • Retirement plans • Vacation and sick leave • Maternity, paternity & adoption leave • Continuing education and training • Voluntary benefit options