Wealth Financial Advisor — Planning & Growth Opportunity

Corebridge Financial, Inc.; Boca Raton (FL); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Competitive benefits including medical

Company-provided technology

E&O, licensing fees, CE and compliance

Job summary

Corebridge Financial is seeking a Wealth Financial Advisor in Boca Raton, FL. You will meet with clients to plan their financial future, using our technology and marketing support to grow your business.

Collaboration with district leadership is encouraged to learn new skills and best practices. The role requires a strong sales track record, 7+ years of experience in financial advising, and active FINRA Series 6/7 and Series 63/65/66 licenses plus life and health licensing.

Qualifications

• Ideally, you have 7+ years of experience working as a Financial Advisor.
• Bachelor’s degree is preferred.
• A proven and successful sales track record.
• You have an active FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66.
• You also have an active state variable life and health license.

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.

Skills

7+ years of experience as Financial Ad

Proven sales track record

FINRA Series 6 or 7 licenses

Series 63 and 65 or 66 licenses

Active state life and health license

Education

Bachelor’s degree (preferred)

Job description

Corebridge Financial is seeking a Wealth Financial Advisor in Boca Raton, FL. You will meet with clients to plan their financial future, using our technology and marketing support to grow your business.

Collaboration with district leadership is encouraged to learn new skills and best practices. The role requires a strong sales track record, 7+ years of experience in financial advising, and active FINRA Series 6/7 and Series 63/65/66 licenses plus life and health licensing.