Remote Licensed Wealth Advisor – Retirement Strategy

Corebridge Financial, Inc.

Grand Rapids, Northern (MI, KY)

Hybrid

USD 70,000 - 120,000

Full time

10 days ago
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Benefits offered by this job

Medical, dental, vision, life
401(k) with company match
Company-provided technology
E&O coverage
Licensing fees covered
Continuing education
Compliance support
PTO 24 days

Job summary

Corebridge Financial, Inc. is seeking a Licensed Wealth Management Client Advisor to deliver personalized retirement and financial planning for clients. The role offers remote work with territory travel and a focus on growth through client meetings and leveraging our technology and marketing materials.

The position requires 5+ years as a Financial Advisor, with active FINRA licenses and applicable life/health licenses, and a bachelor's degree preferred.

Qualifications

  • 5+ years of experience as a Financial Advisor.
  • Active FINRA licenses (Series 6/7 and 63/65/66) and state life/health license.
  • Bachelor's degree preferred.

Responsibilities

  • Meet with existing and prospective clients to plan their financial future.
  • Use company tools and marketing support to grow the business.
  • Collaborate with District VP to learn best practices and expand skills.

Skills

Financial advising
Sales track record
FINRA Series 6/7
FINRA Series 63/65/66
State variable life/health license

Education

Bachelor's degree

Job description

Corebridge Financial, Inc. is seeking a Licensed Wealth Management Client Advisor to deliver personalized retirement and financial planning for clients. The role offers remote work with territory travel and a focus on growth through client meetings and leveraging our technology and marketing materials.

The position requires 5+ years as a Financial Advisor, with active FINRA licenses and applicable life/health licenses, and a bachelor's degree preferred.

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