Financial Advisor
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Job Description
Financial Advisor helping East Tennessee clients plan secure retirements with Corebridge Financial. Building client relationships, expanding business and delivering personalized financial planning.
Responsibilities:
- Meet with existing and prospective clients to plan their financial future
- Provide customers and their families with a personalized retirement and financial planning experience
- Utilize 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 new skills, methods and best practices
Requirements:
- High school diploma or GED
- Ideally, 2+ years of experience working as a Financial Advisor
- 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
- Must not have disqualifying political contributions under applicable SEC, federal or state pay-to-play rules
- Selected applicants must disclose U.S. political contributions made by themselves and household family members over the past two years
- Ability to travel up to 25%
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 and Company contribution equal to 3% of eligible pay; contributions vest immediately
- 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
- Remote work designation
- Flexible schedule / ability to create your own schedule
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