Wealth Financial Advisor - Knoxville, TN

corebridgefinancial; United States; Remote; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health and Wellness benefits

401(k) with company match

Company-provided technology

Licensing fee coverage and compliance

Job summary

Corebridge Financial is seeking a Financial Advisor to provide personalized retirement and financial planning guidance to clients. This remote role offers schedule flexibility while building a local practice with support from marketing and technology tools.

You’ll meet clients to plan their financial futures, maintain regulatory compliance, and collaborate with your District Vice President to expand your client base. FINRA licenses and a life/health license are required.

Qualifications

• High school diploma or GED required.
• 2+ years as a Financial Advisor.
• Proven sales track record.
• Active FINRA Series 7, and Series 63/65 or 66.
• Active state life and health insurance license.

Responsibilities

• Meet with existing and prospective clients to plan their financial future.
• Use company-provided technology and tools to support your practice.
• Leverage marketing support to grow your business and reach new clients.
• Collaborate with District VP to learn new skills and best practices.

Skills

Financial Advisory

Sales

Client relations

Regulatory compliance

Education

High school diploma or GED

Job description

Who We Are

At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
• We deliver on commits: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who You'll Work With

Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.

About the Role

Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.

Responsibilities

• You will meet with existing and prospective clients to plan their financial future.
• Utilize our company-provided technology and tools to improve your operation.
• You will also 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.

To help you get started, we offer you the resources needed to create your own success:

• Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
• Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
• Company-paid E&O, licensing fees, continuing education and compliance support

Skills and Qualifications

• High school diploma or GED
• Ideally, you have 2+ years of experience working as a Financial Advisor.
• A proven and successful sales track record.
• You have an active FINRA Series 7 license and a Series 63 and 65 or 66.
• You also have an active state variable life and health license.

Work Location

This position is currently designated as remote.

Estimated Travel

May include up to 25% travel.

This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that we have the resources and flexibility needed to thrive.

Benefit Offerings Include:

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) da