Financial Advisor

Corebridge; Michigan; Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Company-provided technology

Job summary

Corebridge Financial Services in Michigan (remote) is hiring a Financial Advisor to deliver personalized retirement and financial planning support for customers and their families.

Meet with clients to develop plans for their financial future using company-provided technology and tools. Leverage marketing support, including mailings, email blasts and customized flyers, to grow the business, and collaborate with the District Vice President to build skills and follow best practices.

Qualifications

• High school diploma or GED required.
• 2+ years of experience as a Financial Advisor preferred.
• Proven and successful sales track record required.
• Active FINRA Series 7 license required.
• Active Series 63 and 65 or 66 licenses required.
• Active state variable life and health license required.

Responsibilities

• Meet with existing and prospective clients to develop plans for their financial future.
• Use company-provided technology and tools to support and improve day-to-day operations.
• Leverage marketing support, including mailings, email blasts, and customized flyers, to expand business and reach new customers.
• Partner with District Vice President to build skills, learn new methods, and follow best practices.

Skills

Sales experience

Client meetings

Financial planning

Education

High school diploma or GED

FINRA Series 7 license

Series 63/65/66 licenses

State life and health license

Tools

Company-provided technology

Job description

Corebridge Financial Services is hiring a Financial Advisor to deliver personalized retirement and financial planning support for customers and their families in Michigan (remote).

Responsibilities

• Meet with existing and prospective clients to develop plans for their financial future.
• Use company-provided technology and tools to support and improve your day-to-day operations.
• Leverage company marketing support, including mailings, email blasts, and customized flyers, to expand business and reach new customers.
• Partner with coworkers and the District Vice President to build skills, learn new methods, and follow best practices.

Requirements

• High school diploma or GED.
• 2+ years of experience working as a Financial Advisor is ideal.
• 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 / Tools

• Company-provided technology, client management, and financial planning tools.

Benefits

• 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 plan options, mental health support, and wellness initiatives.
• Retirement Savings: 401(k) with dollar-for-dollar Company matching contribution 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: confidential counseling services and resources.
• Matching charitable donations: 1:1 match to tax-exempt organizations, up to $5,000.
• Volunteer Time Off: up to 16 hours annually to support community activities.
• Paid Time Off: at least 24 PTO days for eligible employees.

Work Location and Travel

• Work location: remote.
• Estimated travel: may include up to 25% travel.
• Estimated travel percentage provided: More than 50%.

Compliance / Pay-to-Play

• This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, and related federal and state pay-to-play rules.
• Candidates must not have made political contributions that would disqualify them (or Corebridge Financial) under applicable pay-to-play regulations or create a conflict of interest.
• Selected applicants will be required to disclose all U.S. political contributions made by the candidate and their household family members over the past two years.
• Eligibility to participate in employer-sponsored benefit plans and Company programs will be subject to applicable law, the Plan document(s), and Company policy.

To learn more: www.corebridgefinancial.com