Financial Education Consultant

About This Role

Helping employees improve their financial confidence, retirement readiness, and overall financial wellbeing is the core of this role within Alight Financial Advisors. The Financial Education Consultant delivers financial education programs, retirement plan education, and financial wellness workshops for employees of Alight clients. This role partners with client organizations to increase employee engagement, understanding, and utilization of retirement benefits and financial planning resources.

Responsibilities

• Deliver financial education in the form of individual meetings, group presentations, and benefits fair tabling events for plan participants in onsite and virtual settings
• Explain retirement plan features, available resources, and financial wellbeing programs
• Tailor educational presentations, workshop materials, and recorded learning content to the specific client
• Educate participants on how to use retirement plan benefits and financial planning tools effectively
• Help participants establish financial goals
• Help participants evaluate their current retirement strategy
• Help participants develop savings and investment approaches
• Help participants utilize available resources to improve overall financial wellbeing
• Prepare monthly activity reports summarizing sessions conducted, attendance, topics covered, and participant feedback
• Develop new educational content and continuously enhance existing workshops and learning materials
• Identify opportunities to improve participant engagement and learning outcomes
• Collaborate with clients and internal stakeholders to support successful program delivery
• Build and maintain positive, productive relationships with client contacts and colleagues
• Work onsite at client offices in the Indianapolis area on a regular basis to support educational programs and client objectives
• Travel to additional client locations as needed to support business requirements, educational events, and client engagement activities

Requirements

• FINRA Series 6 or 7 and Series 65 or 66 licenses
• 3+ years of experience in delivering financial education workshops to individuals or employees
• Individuals with 3+ years of experience in a financial or investments call center with excellent presentation skills will be considered
• Chartered Retirement Planning Counselor (CRPC) designation (or similar certification), or willingness to obtain within six months of hire
• Ability to work onsite in client offices within the Indianapolis area on a regular basis
• Ability to travel to additional client locations as required
• Skilled in Microsoft Office, with an emphasis on Excel data analysis and PowerPoint presentation design