Financial Education Consultant- (Puerto Rico/Onsite)

Location: US-PR-San Juan-273 Ponce de Leon

Our Story

At Alight, we believe a company’s success starts with its people. Alight embraces values that come directly from our people – purposeful, human, united and growth-minded – reflecting our inclusive culture and promise that our clients expect. We are passionate about connecting purpose with impact. Alight empowers clients to build a healthier and more financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, navigation, and absence management.

Our Benefits

With a comprehensive total rewards package, Alight offers programs and plans that support your mind, body, wallet, and life. Benefits include health, dental and vision coverages starting Day One. Additionally, Alight colleagues enjoy wellbeing programs, retirement plans with contribution matching, generous time off, parental leave, continuing education, and career growth opportunities – all within a thriving global organization.

Flexible Working

• So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 6 years in a row.
• Great Place to Work
• Thanks to the work of every colleague, Alight has received multiple awards of recognition including “Great Place to Work” for the past 7 years and Fortune’s “Best Companies to Work For.” To learn more about our company culture and awards Click Here.

About the Role

We invite you to join our team! Learn more at careers.alight.com.

The Financial Education Consultant delivers financial education presentations, retirement plan education, and financial wellness workshops for employees of Alight clients. In this role, you will partner with client organizations to help increase employee engagement, understanding, and use of retirement benefits and financial planning resources.

This hybrid role includes working from a home office and regularly traveling to client locations throughout Puerto Rico.

Responsibilities

Deliver Financial Education Presentations

• Deliver financial education through individual meetings, group presentations, benefits fairs, and other educational events in onsite and virtual settings.
• Explain retirement plan features, available resources, and financial wellbeing programs in simple, clear, and accessible language.
• Tailor educational presentations, workshop materials, and recorded learning content to client needs.

Support Participant Financial Wellness

Educate participants on how to use retirement plan benefits and financial planning tools effectively.

Support participants as they

Establish financial goals.

Evaluate their current retirement strategies.

Develop savings and investment approaches.

Use available resources to support their overall financial wellbeing.

Reporting and Continuous Improvement

Prepare monthly activity reports summarizing sessions, attendance, topics covered, and participant feedback.

Develop educational content and enhance existing workshops and learning materials.

Identify opportunities to strengthen participant engagement and learning outcomes.

Client Partnership and Service Delivery

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 throughout Puerto Rico on a regular basis to support educational programs and client objectives.

Travel to client locations as required to support business needs, educational events, and client engagement activities.

Bilingual proficiency in Spanish and English.

3+ years of experience delivering financial education workshops to individuals or employees, or 3+ years of experience in a financial or investment call center combined with strong presentation skills.

FINRA Series 6 or 7 and Series 65 or 66 licenses.

Chartered Retirement Planning Counselor (CRPC) designation, a similar certification, or willingness to obtain the designation within six months of hire.

Ability to work onsite at client offices on a regular basis.

Ability to travel to client locations throughout Puerto Rico as required.

Proficiency with Microsoft Office, particularly Excel for data analysis and PowerPoint for presentation development.

Strong presentation, facilitation, verbal communication, and interpersonal skills.

Ability to prioritize tasks, manage multiple client requests, and support timely delivery.

Application and Interview

By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.

Alight requires all virtual interviews to be conducted on video. Please be aware that Alight is a camera-on culture and may require occasional travel to one of our physical office locations.

Our commitment to Inclusion

We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful.

At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future.

As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact [email protected].

Equal Opportunity Policy Statement

Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law. In addition, we take affirmative action to employ disabled persons, disabled veterans, and other covered veterans.

Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request reasonable accommodations/modifications by contacting their recruiter.

Authorization to work in the Employing Country

Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not, now or in the future, require sponsorship of a visa for employment authorization in the Employing Country and with Alight.

Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.

We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

Salary Pay Range

Minimum

60,000.00 USD

Maximum

75,000.00 USD

Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: Wellbeing and Benefits Selector Page - Alight

DISCLAIMER

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units.

Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.