Wealth Financial Advisor
Job Description
Corebridge is seeking a Wealth Financial Advisor to support clients in Jacksonville, Florida through in-person meetings and ongoing planning. In this role, you’ll use company-provided technology and marketing resources to grow your client base, while partnering with colleagues and your District Vice President to strengthen your approach.
This position focuses on building long-term financial futures for both existing and prospective clients, combining structured support with field-based client service. The role also sits within Sales Commission and may involve up to 25% travel, with no relocation provided.
What you’ll do
- Meet with existing and prospective clients to plan their financial future.
- Use company-provided technology and tools to improve day-to-day operations.
- Leverage marketing support, including 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.
What you bring
- 7+ years of experience working as a Financial Advisor (ideal).
- Bachelor’s degree preferred.
- A proven and successful sales track record.
- Active FINRA Series 6 or 7 licenses, plus Series 63 and 65 or 66.
- Active state variable life and health license.
Benefits and support
- 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 plans, plus mental health support and wellness initiatives.
- Retirement Savings (U.S.): a dollar-for-dollar Company match of up to 6% of eligible pay, plus 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 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.