FinanceJobs.io
← Back to all jobs

Job Description

Corebridge Financial Services is seeking a Licensed Financial Advisor to deliver a personalized retirement and financial planning experience for customers and their families. The role is designated remote and offers flexibility to build your own schedule, supported by company-provided technology, marketing resources, and compliance tools.

Key Responsibilities

  • Meet with existing and prospective clients to plan their financial future.
  • Use company-provided technology and tools to streamline daily operations.
  • Leverage marketing support including mailings, email blasts, and customized flyers to expand business reach.
  • Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

Required Qualifications

  • High school diploma or GED.
  • Ideally 2+ years of experience working as a Financial Advisor.
  • 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 and Tools

  • Company-provided technology and tools
  • Client management
  • Financial planning tools

Compensation and Functional Area

Functional area: Sales Commission (SC - Sales Commission).

Work Location and Travel

  • Work location: Remote (current designation).
  • Estimated travel: May include up to 25% travel.

Benefits

  • Competitive benefits package 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 support including medical, dental, and vision insurance, plus mental health support and wellness initiatives.
  • Retirement savings: competitive 401(k) Plan with dollar-for-dollar Company matching contribution up to 6% of eligible pay, and an additional Company contribution equal to 3% of eligible pay, subject to annual IRS limits and Plan terms, with immediate vesting.
  • Employee Assistance Program offering confidential counseling services and resources.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: use up to 16 volunteer hours annually.
  • Paid Time Off: eligible employees start off with at least 24 PTO days.

Compliance, Disclosures, and SEC Pay-to-Play

  • This role is deemed a covered associate under SEC Rule 206(4)-5 and related pay-to-play rules.
  • Candidates must not have made any political contributions that would disqualify the candidate or Corebridge Financial under applicable rules or create a conflict of interest.
  • Applicants selected to move forward will be required to disclose all U.S. political contributions made by the candidate and household family members within the past two years.

Similar Jobs