Licensed Advisor Finance Jobs

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Licensed Financial Advisor

Corebridge Cleveland, OH 🇺🇸 Remote

Cleveland, OH

Today

Full time Marketing Advisor Business Development

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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.

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