This job has expired

This position was posted on April 2, 2026 and is likely no longer accepting applications. We've kept it here for historical reference. Check out the similar jobs below!

Financial Advisor- (Virtual US)

Alight, Inc.

Job Overview

Location

2 Locations

Job Type

Full-time

Full Job Description

📋 Description

• As a Financial Advisor (Virtual US) at Alight, you will play a critical role in helping retirement plan participants achieve financial security by providing personalized guidance on investment strategies, retirement planning, and employer-sponsored plans—directly contributing to Alight’s mission of building a healthier, more financially resilient workforce.
• You will serve as the trusted point of contact for clients navigating complex financial decisions, combining technical expertise with empathetic communication to empower individuals to make informed choices about their long-term financial wellbeing.
• Day to day, you will receive inbound calls from retirement plan participants seeking assistance with financial planning, investment options, and account management, ensuring each interaction is solution-oriented and compliant with regulatory standards.
• You will make warm outbound calls to prospects expressing interest in financial advisory services, guiding them through the onboarding process and helping them establish tailored financial plans aligned with their goals.
• You will participate in setting up new client accounts and maintaining existing ones, accurately recording transactions, contributions, withdrawals, and plan changes in Alight’s secure record-keeping systems.
• You will explain employer-based retirement plan requirements, including 401(k) rules, vesting schedules, contribution limits, and basic IRS regulations, translating complex financial concepts into clear, actionable advice for diverse audiences.
• You will interact with customers to resolve account inquiries, update personal or beneficiary information, troubleshoot basic technical issues with the platform, and provide requested product literature or educational materials.
• You will actively listen to uncover both stated and unstated client needs, using conceptual thinking to identify patterns in financial behavior and recommend suitable investment strategies or planning adjustments.
• You will use data-driven insights to persuade and influence clients toward prudent financial decisions, balancing objectivity with empathy to build trust and long-term advisory relationships.
• You will demonstrate sustained confidence, resilience, and professionalism during high-stakes or emotionally charged client interactions, maintaining composure while delivering consistent, high-quality service.
• You will ask relevant, probing questions to deepen your understanding of each client’s unique financial situation, life stage, risk tolerance, and goals, enabling truly personalized advice.
• You will collaborate with the Advisory Services team and report directly to the Team Manager, contributing to a culture of continuous learning, peer support, and shared success in delivering industry-leading financial guidance.
• Alight is a purpose-driven organization recognized as a ‘Great Place to Work’ for seven consecutive years and a Fortune ‘Best Company to Work For,’ where your work directly impacts the financial wellbeing of thousands of employees across industries.
• You will join a supportive, inclusive team that values diverse perspectives and invests in your growth through ongoing training, certification support, and career advancement opportunities within a global leader in benefits and wealth management.
• In this role, you will deepen your expertise in retirement planning, investment advisory, and client engagement while developing advanced communication, analytical, and consultative skills that are transferable across the financial services industry.
• You will have the opportunity to pursue additional certifications, participate in internal knowledge-sharing forums, and grow into senior advisory or leadership roles as Alight continues to expand its Advisory Services footprint nationwide.

🎯 Requirements

• Series 65 or 66 license is required to provide investment advisory services and discuss securities-related topics with clients.
• Proven experience delivering financial planning and investment advisory services, preferably in a retirement plan, wealth management, or financial services environment.
• Demonstrated ability to educate clients on complex retirement and investment concepts—such as asset allocation, diversification, tax implications, and retirement income strategies—in clear, accessible language.
• Strong interpersonal and rapport-building skills, with a track record of establishing trust and long-term relationships with diverse client populations.
• Capacity to utilize conceptual thinking to identify financial patterns, apply planning principles, and clarify intricate information for clients with varying levels of financial literacy.
• Active listening skills to discern both articulated and unarticulated client needs, enabling personalized and proactive financial guidance.
• Ability to use data and financial analysis to persuade and influence clients toward sound, objective financial decisions aligned with their goals.
• Demonstrated sustained confidence, resilience, and professionalism during client interactions, especially when addressing concerns about market volatility, retirement readiness, or financial uncertainty.
• Skill in asking relevant, probing questions to uncover deeper client motivations, life changes, or hidden financial concerns that inform better advice.

🏖️ Benefits

• Comprehensive total rewards package including health, dental, and vision coverage effective Day One, supporting your physical and mental wellbeing from the start.
• Retirement plans with company contribution matching, helping you build long-term financial security while advising others to do the same.
• Generous paid time off, parental leave, and flexible working arrangements—Alight has been a Top 100 Company for Remote Jobs for six consecutive years.
• Access to continuing education, professional development programs, and career growth opportunities within a global organization committed to internal mobility.
• Wellbeing programs encompassing mental health resources, financial wellness tools, and lifestyle support to help you thrive holistically.
• Recognition as part of a Great Place to Work (7+ years) and Fortune’s Best Companies to Work For, reflecting a culture of inclusion, respect, and employee empowerment.

Skills & Technologies

Angular

Remote

Ready to Apply?

Apply Externally

You will be redirected to an external site to apply.

Alight, Inc.

Visit Website

About Alight, Inc.

Alight, Inc. is a leading cloud-based provider of integrated benefits solutions. The company offers a comprehensive suite of services designed to help employers manage their employee benefits programs effectively. These services include health and wellbeing solutions, retirement plan administration, payroll services, and financial wellbeing tools. Alight focuses on leveraging data and technology to personalize employee experiences, improve health outcomes, and drive financial security for individuals and their families. They serve a diverse range of clients, from small businesses to large enterprises, aiming to simplify complex benefits landscapes and empower employees to make informed decisions about their health, wealth, and wellbeing.

View Company Profile

Get more remote jobs like this

Subscribe to the weekly newsletter for similar remote roles and curated hiring updates.

Weekly remote jobs and featured talent.

No spam. Only curated remote roles and product updates. You can unsubscribe anytime.