Licensed Financial Advisor
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.