Remote Wealth Advisor: Retirement & Financial Planning Pro

The Variable Annuity Life Insurance Company; Michigan; Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with match

Company-provided technology

Job summary

Corebridge Financial is seeking a Licensed Wealth Management Client Advisor to deliver a personalized retirement and financial planning experience for clients and their families. This remote role lets you tailor your schedule while building your career within an assigned territory.

You will meet with clients, use company tools, and leverage marketing support to grow your business. 5+ years as a Financial Advisor and active FINRA licenses are required; travel up to 25% is expected.

Qualifications

• 5+ years of experience as a Financial Advisor.
• Bachelor’s degree preferred.
• Proven and successful sales track record.
• Active FINRA Series 6 or 7 license and a Series 63 and 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 customised flyers) to expand your business.
• Collaborate with District Vice President to learn new skills, methods, and best practices.

Skills

Financial advisory

Sales experience

Education

Bachelor’s degree preferred

Job description

Corebridge Financial is seeking a Licensed Wealth Management Client Advisor to deliver a personalized retirement and financial planning experience for clients and their families. This remote role lets you tailor your schedule while building your career within an assigned territory.

You will meet with clients, use company tools, and leverage marketing support to grow your business. 5+ years as a Financial Advisor and active FINRA licenses are required; travel up to 25% is expected.