Remote Financial Advisor - Flexible Schedule & Planning

corebridgefinancial

Sonoma, Napa (CA, CA)

Remote

CAD 85,000 - 170,000

Full time

4 days ago
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Benefits offered by this job

Benefits package
Technology provided
Licensing & CE support
E&O coverage

Job summary

Corebridge Financial Services is seeking a Financial Advisor to provide personalized retirement and financial planning experiences for our customers and families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.

You will meet with existing and prospective clients, utilize company-provided technology, and use marketing support to expand your business. Travel may be required up to 25%.

Qualifications

  • High school diploma or GED required.
  • Typically 2+ years of experience as a Financial Advisor.
  • Proven sales track record with client acquisition.
  • Active FINRA Series 7, and Series 63/65 or 66 licenses; life & health licenses.

Responsibilities

  • Meet with existing and prospective clients to plan financial futures.
  • Utilize company-provided technology and tools to operate efficiently.
  • Leverage marketing support (mailings, emails, flyers) to grow client base.
  • Collaborate with District Vice President to learn best practices.

Skills

Sales experience
Client relationships
Self-motivation

Education

High school diploma or GED

Tools

FINRA Series 7
Series 63/65 or 66
State life and health license

Job description

Corebridge Financial Services is seeking a Financial Advisor to provide personalized retirement and financial planning experiences for our customers and families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.

You will meet with existing and prospective clients, utilize company-provided technology, and use marketing support to expand your business. Travel may be required up to 25%.

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