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Alight Solutions

Financial Solutions Registered Representative

Alight Solutions

. Provide financial education on investment and financial vehicles available to plan participants .

Posted 10/12/2026full-timeRemote • North Carolina • United StatesMid-LevelSenior💰 $50,000 - $60,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial education, particularly in investment options and retirement plan benefits, while effectively utilizing active listening and data-driven persuasion to meet customer needs.

Highest-signal resume keywords
FINRA Series 6 LicenseDefined Contribution ExperienceMutual Fund ExperienceCustomer Service ExperienceFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial EducationInvestment OptionsPlan DistributionsTransactional SupportResearch Skills
Soft Skills
Detail OrientedWell-OrganizedActive ListeningProbing QuestionsPersuasion
Certifications & Qualifications
FINRA Series 63 License
Industry Keywords
Qualified Retirement PlansNon-Qualified Retirement PlansCollege Savings Plans

About the role

Key responsibilities & impact
  • Provide financial education on investment and financial vehicles available to plan participants
  • Handle inbound calls and provide financial education
  • Answer complex questions about investment and payment options
  • Offer guidance on appropriate tools and services
  • Explain effects of plan distributions, loans, investment choices, and specific plan rules
  • Independently troubleshoot and research issues and develop solutions
  • Process transactional support for plan participants
  • Focus guidance on qualified and non-qualified retirement plan benefits

Requirements

What you’ll need
  • Possess FINRA Series 6 License
  • Ability to obtain the FINRA Series 63 License within 6 months of employment
  • Be a US Citizen
  • Have work authorization that does not now or in the future require visa sponsorship in the United States
  • Demonstrate Defined Contribution, Mutual Fund, and College Savings Plan experience
  • Have experience in customer service and/or financial services
  • Be detail oriented and well-organized
  • Ability to ask relevant probing questions to assess customer needs
  • Use data to persuade and influence customers to objectively guide them
  • Demonstrate active listening to understand articulated and unarticulated customer needs
  • Successfully complete a background check consistent with Alight’s employment policies
  • Attend virtual interviews on video; camera-on culture
  • May require occasional travel to a physical office location

Benefits

Comp & perks
  • Health, dental and vision coverages starting Day One
  • Wellbeing programs
  • Retirement plans with contribution matching
  • Generous time off
  • Parental leave
  • Continuing education
  • Career growth opportunities
  • Flexible working arrangements wherever possible
  • Competitive total rewards package
  • Continuing education and training