Remote Licensed Wealth Advisor

Corebridge Financial, Inc.; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Life insurance

Licensing/Continuing education support

Employee assistance program

Volunteer time off

Job summary

Corebridge Financial is seeking a Licensed Wealth Management Client Advisor to deliver personalized retirement and financial planning experiences. Work remotely with travel within your territory to meet clients and build lasting relationships.

Candidates should have 5+ years as a Financial Advisor, active FINRA Series 6/7 and Series 63/65 or 66, plus life and health licenses. A bachelor's degree is preferred and a proven sales record is required.

Qualifications

• 5+ years of experience as a Financial Advisor.
• Bachelor’s degree preferred.
• Active FINRA Series 6 or 7 license and Series 63/65 or 66.
• 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.
• Collaborate with District Vice President to learn new skills, methods, and best practices.

Skills

Financial advisor experience

Active FINRA Series 6/7 license

Series 63/65 or 66 licenses

Sales track record

Bachelor’s degree

Active life/health license

Education

Bachelor’s degree

Tools

CRM software

Job description

Corebridge Financial is seeking a Licensed Wealth Management Client Advisor to deliver personalized retirement and financial planning experiences. Work remotely with travel within your territory to meet clients and build lasting relationships.

Candidates should have 5+ years as a Financial Advisor, active FINRA Series 6/7 and Series 63/65 or 66, plus life and health licenses. A bachelor's degree is preferred and a proven sales record is required.