Senior Wealth Advisor — Retirement & Financial Planning

corebridgefinancial; Tampa (FL); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with match

E&O insurance paid by company

Licensing fees paid

Job summary

Corebridge Financial is seeking a dedicated Financial Advisor to partner with clients in planning their financial future and to grow the business using company-provided technology and tailored marketing materials.

You will meet with clients, leveraging tools to optimize operations while collaborating with your District Vice President to learn new skills and new sales methods. This role emphasizes growth, compliance, and client-centered service.

Qualifications

• 7+ years of experience as a Financial Advisor.
• Bachelor's degree preferred.
• Proven and successful sales track record.
• Active FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66.
• Active state 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 to expand your business and reach new customers.
• Collaborate with District Vice President to learn new skills, methods, and best practices.

Skills

Financial Advisor experience

Sales track record

FINRA Series 6/7

Series 63/65/66

Life license

Education

Bachelor's degree preferred

Tools

Company-provided technology

Marketing support materials

Job description

Corebridge Financial is seeking a dedicated Financial Advisor to partner with clients in planning their financial future and to grow the business using company-provided technology and tailored marketing materials.

You will meet with clients, leveraging tools to optimize operations while collaborating with your District Vice President to learn new skills and new sales methods. This role emphasizes growth, compliance, and client-centered service.