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Financial Advisor - Lewisburg/Williamsport, PA

Corebridge Financial

Pittsburgh (Allegheny County)

On-site

USD 50,000 - 90,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a dedicated Financial Advisor to provide objective financial guidance tailored to client needs. In this engaging role, you will conduct presentations, participate in benefit fairs, and educate employees on retirement plans, all while receiving comprehensive support for licensing and continuing education. With a focus on client relationships and financial planning, this position offers a competitive salary, bonus potential, and a range of benefits, including health, dental, and 401(k) matching. If you're passionate about helping others achieve their financial goals, this opportunity is perfect for you.

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) with Match
Wellness Programs

Qualifications

  • High school diploma or GED required; Bachelor's preferred.
  • Series 7, Series 66, and state insurance licenses required.

Responsibilities

  • Conduct individual and group presentations to increase awareness of plan features.
  • Participate in benefit fairs and assist in financial education planning.

Skills

Presentation Skills
Financial Planning
Bilingual Skills

Education

High School Diploma
Bachelor's Degree
CFP Certification
ChFC Certification

Tools

Financial Software

Job description

Financial Advisor - Lewisburg/Williamsport, PA

Join to apply for the Financial Advisor - Lewisburg/Williamsport, PA role at Corebridge Financial.

This position involves providing objective financial guidance aligned with client needs, conducting presentations, participating in benefit fairs, and educating employees about retirement plans. It offers a salary with bonus potential, comprehensive benefits, and support for licensing and continuing education.

Responsibilities
  1. Conduct individual and group presentations to increase awareness of plan features and grow assets.
  2. Participate in benefit fairs and new employee orientations.
  3. Assist in plan review and financial education planning.
  4. Meet with participants to educate on plan participation.
  5. Travel within your territory for new enrollments as needed.
Qualifications
  • High school diploma or GED required; Bachelor's preferred.
  • Series 7, Series 66, and state insurance licenses required.
  • CFP, ChFC, or similar designations desirable.
  • Excellent presentation skills; bilingual skills a plus.
Additional Information
  • Must comply with SEC Rule 206(4)-5 regarding political contributions.
  • Role offers benefits including health, dental, vision, 401(k) with match, and wellness programs.
  • Corebridge Financial is an equal opportunity employer committed to diversity and inclusion.
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