Licensed Financial Advisor

Corebridge; Cleveland (OH); Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with company match

Company-provided technology

E&O and licensing fees covered

Wellness programs

Job summary

Corebridge Financial Services seeks a licensed Financial Advisor to deliver personalized retirement and financial planning for clients and families. The role is remote with flexibility to build your own schedule, supported by company-provided technology, marketing resources, and compliance tools.

Responsibilities include meeting with clients to plan their financial future, using tools to streamline operations, and collaborating with the District Vice President to learn new skills and best

Qualifications

• Active FINRA Series 7 license.
• Series 63 and 65 or 66 licenses.
• State variable life and health license.
• Ideally 2+ years of experience as a Financial Advisor.
• Proven sales track record.

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.
• Collaborate with District Vice President to learn new skills, methods and best practices.

Skills

Sales experience

Client management

Education

High school diploma or GED

Tools

CRM software

Financial planning tools

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.