Wealth Management Advisor - Upper Peninsula of MI

The Variable Annuity Life Insurance Company; Michigan; Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan with company 6%

Company-provided technology

Licensing fees covered & continuing ed

E&O coverage

Job summary

Corebridge Financial Services is seeking a Licensed Wealth Management Client Advisor to provide a personalized retirement and financial planning experience for clients and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.

Ideal candidates have 5+ years as a Financial Advisor, a bachelor’s degree, a proven sales track record, and active FINRA Series 6/7, plus Series 63/65 or 66, along with an active state variable life and

Qualifications

• 5+ years as a Financial Advisor with a proven sales record.
• Bachelor's degree preferred.
• Active FINRA Series 6 or 7 license with 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 operations.
• Use marketing support (mailings, email blasts, flyers) to expand business and reach new clients.
• Collaborate with District Vice President to learn new skills and best practices.

Skills

Financial advisory experience

Sales experience

Regulatory licensing knowledge

Education

Bachelor's degree

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.

Core Values

We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

We deliver on commitments: 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 Licensed Wealth Management Client 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.

Benefits

• 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

Ideally, you have 5+ 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 license and a Series 63 and 65 or 66.

You also have an active state variable life and health license.

Work Location

This is a remote position, traveling within the assigned territory.

Estimated Travel May include up to 25% travel.

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 they 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) days so they can take time off for themselves and their families when they need it.
• Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

Equal Opportunity Employer

We are an Equal Opportunity Employer. Corebridge Financial is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [e-mail]. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

Functional Area

SC - Sales Commission

Estimated Travel Percentage (%)

No Travel

Relocation Provided

No