Financial Advisor

Corebridge Financial Services is hiring a Financial Advisor to deliver personalized retirement and financial planning support for customers and their families in Michigan (remote).

Responsibilities

• Meet with existing and prospective clients to develop plans for their financial future.
• Use company-provided technology and tools to support and improve your day-to-day operations.
• Leverage company marketing support, including mailings, email blasts, and customized flyers, to expand business and reach new customers.
• Partner with coworkers and the District Vice President to build skills, learn new methods, and follow best practices.

Requirements

• High school diploma or GED.
• 2+ years of experience working as a Financial Advisor is ideal.
• A 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.

Technology / Tools

• Company-provided technology, client management, and financial planning tools.

Benefits

• Competitive benefits with immediate access to medical, dental, vision, life insurance, and a 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: medical, dental and vision insurance plan options, mental health support, and wellness initiatives.
• Retirement Savings: 401(k) with dollar-for-dollar Company matching contribution up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). Company contributions vest immediately.
• Employee Assistance Program: confidential counseling services and resources.
• Matching charitable donations: 1:1 match to tax-exempt organizations, up to $5,000.
• Volunteer Time Off: up to 16 hours annually to support community activities.
• Paid Time Off: at least 24 PTO days for eligible employees.

Work Location and Travel

• Work location: remote.
• Estimated travel: may include up to 25% travel.
• Estimated travel percentage provided: More than 50%.

Compliance / Pay-to-Play

• This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, and related federal and state pay-to-play rules.
• Candidates must not have made political contributions that would disqualify them (or Corebridge Financial) under applicable pay-to-play regulations or create a conflict of interest.
• Selected applicants will be required to disclose all U.S. political contributions made by the candidate and their household family members over the past two years.
• Eligibility to participate in employer-sponsored benefit plans and Company programs will be subject to applicable law, the Plan document(s), and Company policy.

To learn more: www.corebridgefinancial.com