Remote Wealth Advisor | Financial Planning

Corebridge Financial, Inc.; Dallas (TX); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health and wellness insurance

401(k) plan with company match

Employee assistance program

Paid time off

Volunteer time off

Charitable donation matching

Job summary

A leading financial services provider in Texas is seeking an experienced Financial Advisor. You will collaborate with clients and utilize provided technology to plan financial futures. The role is primarily remote, with some travel required. Ideal candidates have a proven sales track record and necessary licenses. This position comes with a competitive benefits package including medical, dental, and retirement savings options. Strong interpersonal skills and a proactive approach are essential to thrive in this role.

Qualifications

• 2+ years of experience working as a Financial Advisor.
• Strong communication skills and a collaborative mindset.
• Willing to travel up to 25%.

Responsibilities

• Meet with clients to plan their financial future.
• Utilize technology and tools to improve operations.
• Collaborate with peers and District Vice President.

Skills

Sales track record

Client relationship management

Financial planning

Education

High school diploma or GED

Active FINRA Series 7 licenses

Series 63 and 65 or 66

State variable life and health license

Job description

A leading financial services provider in Texas is seeking an experienced Financial Advisor. You will collaborate with clients and utilize provided technology to plan financial futures. The role is primarily remote, with some travel required. Ideal candidates have a proven sales track record and necessary licenses. This position comes with a competitive benefits package including medical, dental, and retirement savings options. Strong interpersonal skills and a proactive approach are essential to thrive in this role.