Brokerage & Retirement Planning Specialist
Job in
High Point, Guilford County, North Carolina, 27264, USA
Listed on 2026-06-26
Listing for:
Alight Solutions
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Alight Solutions is seeking a Representative in North Carolina to provide expert guidance in brokerage investing and retirement planning. The ideal candidate will have 5 years of experience in the financial industry and a strong ability to communicate complex concepts effectively.
This role involves helping customers navigate After Tax Brokerage Accounts, IRA types, and college savings plans. Applicants should be prepared to obtain necessary FINRA licenses and demonstrate teamwork skills.
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