Remote Wealth Advisor - Client-Focused Planner

Corebridge Financial, Inc.

Kansas City (MO)

Remote

USD 50,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Immediate access to medical, dental, and vision insurance
401(k) plan with company match
Volunteer Time Off
Paid Time Off

Job summary

A leading financial services provider is looking for a Financial Advisor to assist clients in planning their financial futures. This role involves meeting clients, leveraging company tools for operations, and utilizing marketing resources to expand the client base. Candidates should have a high school diploma, relevant licenses, and a proven sales track record. The position is remotely designated, with up to 25% travel required. Comprehensive benefits and a supportive environment for growth are offered.

Qualifications

  • At least 2 years of experience working as a Financial Advisor.
  • Proven and successful sales track record.

Responsibilities

  • Meet with existing and prospective clients to plan their financial future.
  • Utilize company-provided technology to improve operations.
  • Use marketing support to reach new customers.

Skills

Sales skills
Client management
Communication

Education

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

Job description

A leading financial services provider is looking for a Financial Advisor to assist clients in planning their financial futures. This role involves meeting clients, leveraging company tools for operations, and utilizing marketing resources to expand the client base. Candidates should have a high school diploma, relevant licenses, and a proven sales track record. The position is remotely designated, with up to 25% travel required. Comprehensive benefits and a supportive environment for growth are offered.
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