Remote Financial Advisor – Retirement Planning Pro

Corebridge Financial, Inc.; Bozeman, Northern (MT, KY); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

PTO 24 days

Job summary

Corebridge Financial is seeking a Financial Advisor to provide personalized retirement and financial planning for clients, with flexible scheduling and the opportunity to build a career on your terms. You will meet with clients to map out financial futures and leverage marketing support to expand your client base.

The role requires a valid FINRA Series 7 license, Series 63/65 or 66, and a state life and health license, with remote work available and up to 25% travel.

Qualifications

• High school diploma or GED is required.
• 2+ years of experience as a Financial Advisor preferred.
• Active FINRA Series 7 license required.
• Active Series 63 and 65 or 66 recommended.
• Active state life and health license required.

Responsibilities

• Meet with existing and prospective clients to plan their financial future.
• Use company-provided technology and tools to manage client data and workflows.
• Utilize marketing support (mailings, emails, flyers) to grow the business.
• Collaborate with District Vice President to learn new skills and best practices.

Skills

Sales track record

FINRA Series 7

Series 63/65 or 66

Life and health license

Education

High school diploma or GED

Tools

Client management tools

Financial planning tools

Job description

Corebridge Financial is seeking a Financial Advisor to provide personalized retirement and financial planning for clients, with flexible scheduling and the opportunity to build a career on your terms. You will meet with clients to map out financial futures and leverage marketing support to expand your client base.

The role requires a valid FINRA Series 7 license, Series 63/65 or 66, and a state life and health license, with remote work available and up to 25% travel.