Financial Advisor
Job Description
Corebridge Financial Services is seeking a Financial Advisor to deliver personalized retirement and financial planning support for customers and their families.
Responsibilities
- Meet with existing and prospective clients to plan and support their financial future.
- Use company-provided technology and client management and financial planning tools to support day-to-day operations.
- Leverage marketing support materials, including mailings, email blasts, and customized flyers, to expand outreach and acquire new customers.
- Collaborate with coworkers and your District Vice President to learn new skills, methods, and best practices.
- Work with flexibility to help create your own schedule.
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 licenses.
- Active Series 63 and Series 65 or Series 66.
- Active state variable life and health license.
Tools & Technology
- Company-provided technology
- Client management and financial planning tools
- Helpdesk assistance
Benefits
- Competitive benefits package, with immediate access to medical, dental, vision, life insurance, and a 401(k) plan with match.
- Company-paid E&O, licensing fees, continuing education, and compliance support.
- Health and Wellness: medical, dental and vision insurance plans, plus mental health support and wellness initiatives.
- Retirement Savings: 401(k) includes 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). Company contributions vest immediately.
- Employee Assistance Program with confidential counseling services and resources.
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
- Volunteer Time Off: up to 16 volunteer hours annually.
- Paid Time Off: eligible employees start with at least 24 PTO days.
Job Location & Travel
- Location: Pennsylvania (onsite), Lewisburg/Williamsport, PA area.
- Estimated travel: may include up to 25% travel.
- Estimated travel percentage (%): listed as up to 50%.
- Relocation provided: No.
Additional Details
- Functional area: SC - Sales Commission.
- Estimated travel percentage listed: up to 50%.
- Compliance: This role is deemed a “covered associate” under SEC Rule 206(4)-5 and related federal and state pay-to-play rules.
- Political contributions: Candidates must not have made political contributions that would disqualify the candidate or Corebridge Financial, or create a conflict of interest.
- Disclosure requirement: Selected applicants will be required to disclose all U.S. political contributions made by the candidate and household family members over the past two years.
To learn more, visit: www.corebridgefinancial.com