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JobsCounselor JobsRemote Counselor JobsRetirement Counselor Team Manager - Virtual

Pays $70K - $90K — Counselor market median is ~$88k (450 jobs)

Alight Solutions logo

Alight Solutions

Remote - Nationwide

Retirement Counselor Team Manager - Virtual

Counselor 8.5 Work-LifeFull-Time
Posted 3mo ago · Verified live

About the Role

Virtual. Lead a team of retirement counselors. $70-90K. Series 7 and 66 required. Flexible working. Top 100 remote company. Benefits start day one.

Join Alight Solutions as a Retirement Counselor Team Manager – Virtual in United States. Our Story At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.

Key Responsibilities

  • Overseeing and developing a team of Retirement Counselors.
  • Creating supervisory procedures for retirement and distribution team and ensuring regulatory policy adherence.
  • It also includes overseeing client interactions to ensure compliance.
  • Serving as escalation point and liaison between the sub-advisor, Clearing agent, corporate clients, and members.

Requirements

  • Have experience in financial services/retirement plan.

Benefits & Compensation

  • Salary: $70K - $90K
  • 401(k) with employer match.

Work Schedule

  • Full-Time position.
  • Remote position - work from anywhere.
  • Flexible scheduling available.

Apply to join Alight Solutions as a Retirement Counselor Team Manager – Virtual.

Licensure & Certifications

Requires 7 years of experience in financial services/retirement benefits and 3 years of call center management experience. Must hold Series 7 and 66 licenses, with Series 9/10 or 24 acquired within six months.

Qualifications

Experience
5+ years of experience

Key Skills

Team ManagementFinancial CounselingRegulatory CompliancePerformance ManagementClient Service DeliveryCall Center ManagementAudit ProceduresInvestment AdviceSpanish LanguageSecurities Licensing

Position Insights

AI ANALYSIS

This role scores 8.5/10 on work-life balance for Counselor roles.

Career trajectory: This position offers advancement within 2-3 years. The compensation analysis shows this employer pays...

Benefits analysis: Compared to 450 similar roles, this listing's benefits package ranks...

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Annual compensation range

Benefits & Perks24 jobs · 16 employers

401k / retirement match
100% this job
CME allowance
46% this job
Sign-on bonus
29%
Loan repayment
13%
Relocation assistance
4%

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Alight Solutions logo

About Alight Solutions

Human Resources Services
Chicago, IL
10,000+ employees
Website

Benefits & Perks

Health insurance
Dental
Vision
Wellbeing programs
Retirement plan with contribution matching
Generous time off
Parental leave
Continuing education
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