Financial Advisor

Corebridge; Williamsport (Lycoming County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) match

Company-paid E&O

Licensing fees covered

CE & compliance support

Wellness programs

Volunteer time off

PTO 24 days

Job summary

Corebridge Financial Services is seeking a Financial Advisor to deliver personalized retirement and financial planning support for customers and their families. You will meet with clients to plan their financial futures, using company tools and client management systems to support day-to-day operations.

You will leverage marketing materials to expand outreach and acquire new customers, and collaborate with coworkers and the District Vice President to learn new skills and best practices while

Qualifications

• HS diploma or GED required or equivalent.
• 2+ years as a Financial Advisor preferred.
• Proven sales track record.
• Active FINRA Series 7 license.
• Active Series 63 and Series 65 or Series 66 licenses.
• Active state life and health license.

Responsibilities

• Meet with existing and prospective clients to plan their financial future.
• Use company tools to support day-to-day operations.
• Leverage marketing materials to expand outreach and acquire new customers.
• Collaborate with District Vice President to learn best practices.
• Work with flexibility to create your own schedule.

Skills

Sales experience

Client management

Financial planning

Prospecting

Education

High school diploma or GED

FINRA Series 7

Series 63/65 or 66

State life and health license

Tools

Company-provided technology

Client management tools

Financial planning tools

Job description

Corebridge Financial Services is seeking a Financial Advisor to deliver personalized retirement and financial planning support for customers and their families.

Responsibilities

• Meet with existing and prospective clients to plan and support their financial future.
• Use company-provided technology and client management and financial planning tools to support day-to-day operations.
• Leverage marketing support materials, including mailings, email blasts, and customized flyers, to expand outreach and acquire new customers.
• Collaborate with coworkers and your District Vice President to learn new skills, methods, and best practices.
• Work with flexibility to help create your own schedule.

Requirements

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

Tools & Technology

• Company-provided technology
• Client management and financial planning tools
• Helpdesk assistance

Benefits

• Competitive benefits package, with immediate access to medical, dental, vision, life insurance, and a 401(k) plan with match.
• 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: 401(k) includes a generous dollar-for-dollar Company matching contribution of 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 with confidential counseling services and resources.
• Matching charitable donations: Corebridge matches 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.

Job Location & Travel

• Location: Pennsylvania (onsite), Lewisburg/Williamsport, PA area.
• Estimated travel: may include up to 25% travel.
• Estimated travel percentage (%): listed as up to 50%.
• Relocation provided: No.

Additional Details

• Functional area: SC - Sales Commission.
• Estimated travel percentage listed: up to 50%.
• Compliance: This role is deemed a “covered associate” under SEC Rule 206(4)-5 and related federal and state pay-to-play rules.
• Political contributions: Candidates must not have made political contributions that would disqualify the candidate or Corebridge Financial, or create a conflict of interest.
• Disclosure requirement: Selected applicants will be required to disclose all U.S. political contributions made by the candidate and household family members over the past two years.