Remote Financial Advisor: Retirement & Wealth Planning

Corebridge Financial; Oakland (CA); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k) with match

Company-provided technology

E&O coverage

Continuing education support

Wellness programs

Volunteer Time Off

Paid Time Off 24 days

Matching charitable donations up to $5

Job summary

Corebridge Financial is seeking a Financial Advisor to provide a personalized retirement and financial planning experience for customers and their families. The role offers flexibility to create your own schedule and build your career on your terms.

Meet with clients, leverage marketing support, and work with your District VP to continuously grow your skills and client base in a remote setting with up to 25% travel.

Qualifications

• High school diploma or GED required.
• 2+ years as Financial Advisor preferred.
• Active FINRA Series 7 license and Series 63/65 or 66.
• Active state 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 coworkers and your District Vice President to learn new skills, methods, and best practices.

Skills

Sales experience

Financial planning

Education

High school diploma or GED

FINRA Series 7 license

Series 63 and 65 or 66

State life and health license

Job description

Corebridge Financial is seeking a Financial Advisor to provide a personalized retirement and financial planning experience for customers and their families. The role offers flexibility to create your own schedule and build your career on your terms.

Meet with clients, leverage marketing support, and work with your District VP to continuously grow your skills and client base in a remote setting with up to 25% travel.