Alight Solutions is seeking a Financial Education Consultant to provide financial education services to employees of one or more Alight Solutions clients. The position is Pittsburgh-based and offers a combination of working from home and client locations. Responsibilities include conducting enrollment meetings to overview client retirement plans, delivering group financial education workshops either in person or virtually, conducting ad hoc meetings to educate on plan changes, and providing individual financial education sessions to help employees set retirement goals, assess strategies, and develop savings and investment plans. The consultant will also support employees in using retirement and financial planning tools, provide monthly reports on sessions conducted, develop and improve training materials, and travel to client locations as needed. Requirements include 3 to 5 years of experience in financial education or related call center experience, FINRA Series 7 (or 6) and Series 66 (or 65) certifications, CRPC or similar designation (or willingness to obtain within six months), and strong proficiency in Microsoft Office. The role offers flexible working arrangements and a comprehensive benefits package. Background checks are required upon offer. Alight Solutions is an equal opportunity employer committed to diversity and inclusion.
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