Financial Advisor
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Job Description
Financial Advisor providing personalized retirement and financial planning for Corebridge Financial customers. Building a client business through sales, outreach, and flexible remote work.
Responsibilities:
- Meet with existing and prospective clients to plan their financial future
- Provide personalized retirement and financial planning for customers and their families
- Use company-provided technology and tools to improve operations
- Use mailings, email blasts, and customized flyers to expand the business and reach new customers
- Collaborate with co-workers and the District Vice President to learn skills, methods, and best practices
- Build and manage the business with flexibility to create a personal schedule
- Travel up to 25%
Requirements:
- High school diploma or GED
- 2+ years of experience working as a Financial Advisor (ideally)
- Proven and successful sales track record
- Active FINRA Series 7 license
- Active Series 63 and 65 or 66 licenses
- Active state variable life and health license
- Candidates must not have made disqualifying political contributions under applicable SEC, federal, or state pay-to-play rules
- Selected applicants must disclose all U.S. political contributions made by themselves and household family members over the past two years
Benefits:
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
- Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
- Company-paid E&O, licensing fees, continuing education and compliance support
- Mental health support and wellness initiatives
- 401(k) dollar-for-dollar company matching contribution of up to 6% of eligible pay
- Company contribution equal to 3% of eligible pay to the 401(k) plan
- Employee Assistance Program with confidential counseling services and resources
- Matching charitable donations 1:1, up to $5,000
- Up to 16 volunteer hours annually
- At least 24 paid time off days
- Remote work designation
- Flexible schedule / ability to create your own schedule
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