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Defined Contribution Customer Solutions Specialist - Virtual at Alight

Department: Customer Care

Compensation

$50,000 – $60,000/yr

Location
Chicago, Illinois · San Antonio, Texas
Type
Full-time
Level
mid
Posted

Description

Alight is hiring a Retirement Plan Financial Advisor to handle inbound calls and provide financial education to plan participants about qualified and non-qualified retirement plans, investments, payment options, distributions, loans, and other plan rules. The role involves troubleshooting issues, researching solutions, processing transactional support, and guiding customers through complex retirement-plan questions. Candidates need a financial background, Defined Contribution or Qualified Plan experience, strong communication and problem-solving skills, and FINRA SIE certification with the ability to obtain Series 6 and 63 licenses within six months. The position offers a salary of 50,000 to 60,000 USD and may require occasional travel to a physical office.

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