Remote Wealth Management Advisor for Retirement Planning

Corebridge Financial, Inc.; Michigan; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid time off

Job summary

Corebridge Financial is seeking a Licensed Wealth Management Client Advisor to deliver personalized retirement and financial planning experiences. You will meet with clients, use our technology, and leverage marketing tools to grow your business while working remotely within your territory.

We value a 5+ year track record in financial advising, a bachelor’s degree, and active FINRA licenses (6/7, plus 63/65 or 66) along with life and health licenses.

Qualifications

• Ideally, you have 5+ years of experience working as a Financial Advisor.
• Bachelor's degree is preferred.
• A 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 in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
• Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

Skills

Financial advising

Sales track record

FINRA licenses 6/7/63/65/66

Life & health license

Bachelor's degree

Education

Bachelor's degree (preferred)

Job description

Corebridge Financial is seeking a Licensed Wealth Management Client Advisor to deliver personalized retirement and financial planning experiences. You will meet with clients, use our technology, and leverage marketing tools to grow your business while working remotely within your territory.

We value a 5+ year track record in financial advising, a bachelor’s degree, and active FINRA licenses (6/7, plus 63/65 or 66) along with life and health licenses.