Financial Advisor
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Job Description
Financial Advisor helping Greater Cleveland clients plan retirement through Corebridge Financial’s financial planning services. Building client relationships, growing business and supporting personalized financial futures.
Responsibilities:
- Meet with existing and prospective clients to plan their financial future
- Utilize company-provided technology and tools to improve operations
- Use marketing support, including 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 new skills, methods and best practices
- Provide personalized retirement and financial planning experiences for customers and their families
- Travel up to 25% may be required
Requirements:
- High school diploma or GED
- Minimum of 2 years of experience working as a Wealth Financial Advisor
- Proven and successful sales track record
- Active FINRA Series 7 license
- Series 63 and 65 or 66 license(s)
- Active state variable life and health license
- Must not have made political contributions that would disqualify the candidate or Corebridge Financial under applicable 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
- Medical, dental and vision insurance plans
- Mental health support and wellness initiatives
- U.S. 401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay
- Company contribution equal to 3% of eligible pay to the U.S. 401(k) Plan
- Immediate vesting of U.S. 401(k) Company contributions
- Confidential counseling services and resources through the Employee Assistance Program
- Matching charitable donations 1:1, up to $5,000
- Up to 16 volunteer hours annually
- At least 24 Paid Time Off (PTO) days for eligible employees
- Flexible schedule and flexibility to build a career on one's terms
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