Note: The job is a remote job and is open to candidates in USA. Corebridge Financial is a leading provider of financial planning tools, helping Americans secure their retirement. The Financial Wealth Advisor role focuses on providing personalized retirement and financial planning experiences to clients, utilizing company resources and marketing support to expand business and client relationships.
Responsibilities
- You will meet with existing and prospective clients to plan their financial future
- Utilize our company-provided technology and tools to improve your operation
- You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers
- Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices
Skills
- High school diploma or GED
- Ideally, you have 2+ years of experience working as a Financial Advisor
- A proven and successful sales track record
- You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66
- You also have an active state variable life and health license
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
- Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
- Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- Employee Assistance Program: Confidential counseling services and resources are available to all employees.
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
- Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Company Overview