Remote Financial Advisor – Retirement Planning

Corebridge Financial, Inc.; City of Syracuse (NY); Remote; USD 60,000 - 70,000; Full time

Job summary

Corebridge Financial, Inc. is seeking a Financial Advisor in Syracuse, NY to provide personalized retirement and financial planning experiences for our customers and their families.

You will meet with clients, utilize our technology, and leverage marketing support to grow your business remotely, with travel up to 25%. The role requires a high school diploma or GED, 2+ years of advisor experience, and active FINRA Series 7 along with Series 63/65/66 licenses and life/health licenses.

Qualifications

• High school diploma or GED.
• Active FINRA Series 7 license.
• Active Series 63 and 65 or 66 licenses.
• Active state variable life and health license.

Responsibilities

• Meet with existing and prospective clients to plan their financial future.
• Utilize company-provided technology and tools to improve your operation.
• Use marketing support (mailings, email blasts, and customized flyers) to expand your business and reach new customers.
• Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

Skills

Sales experience

FINRA Series 7

Series 63/65/66

Life & Health license

Education

High school diploma

Job description

Corebridge Financial, Inc. is seeking a Financial Advisor in Syracuse, NY to provide personalized retirement and financial planning experiences for our customers and their families.

You will meet with clients, utilize our technology, and leverage marketing support to grow your business remotely, with travel up to 25%. The role requires a high school diploma or GED, 2+ years of advisor experience, and active FINRA Series 7 along with Series 63/65/66 licenses and life/health licenses.