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Corebridge Financial

Financial Advisor

RemoteUnited States only
Published
Role
Sales
Experience
Mid
Employment
Full-time
Company size
Enterprise
$60k–$70k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Remote Financial Advisor for Syracuse area with sales-focused advisory work. Requires active FINRA Series 7 and Series 63 and 65 or 66, state variable life and health license, and ideally 2+ years' Financial Advisor experience. Compensation historically ~$60,000-$70,000 total (hourly + commission); up to 25% travel.

Core skills

Financial advising / retirement planningFinancial advisingSales/Business development

Required skills

FINRA Series 7Series 63Series 65Series 66state variable life and health licenseSeries 65 or 66state variable life licensestate health licensefinancial planningclient managementstate variable life & health licensesalesRetirement planningsales / client acquisitionfinancial planning toolsclient management softwareLicensed securities registration (Series 7)FINRA Series 63FINRA Series 65FINRA Series 66

Optional skills

2+ years experience as a Financial Advisor (listed as ideal)2+ years of experience working as a Financial Advisorproven and successful sales track record

What you'll do

  • Meet with existing and prospective clients to plan their financial future.
  • Utilize company-provided technology and tools to improve your operation.
  • Use marketing support (mailings, email blasts, customized flyers) to expand business and reach new customers.
  • Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
  • Collaborate with co-workers and District Vice President to learn new skills, methods, and best practices.
  • Collaborate with co-workers and District Vice President to learn skills, methods, and best practices.
  • Utilize company-provided technology and tools to improve operations.
  • Utilize our 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.

What they require

  • High school diploma or GED
  • Ideally 2+ years of experience working as a Financial Advisor.
  • A proven and successful sales track record.
  • Active FINRA Series 7 licenses and a Series 63 and 65 or 66.
  • Active state variable life and health license.
  • This role is deemed a “covered associate” under SEC Rule 206(4)-5; candidates must not have disqualifying political contributions and must disclose U.S. political contributions for the past two years if selected to move forward.
  • Active FINRA Series 7 license and a Series 63 and 65 or 66.
  • This role is a “covered associate” under SEC Rule 206(4)-5; candidates must not have disqualifying political contributions and will be required to disclose U.S. political contributions for the past two years.
  • This role is deemed a “covered associate” under SEC Rule 206(4)-5; candidates must not have disqualifying political contributions and must disclose U.S. political contributions from the past two years if selected to move forward.
  • This role is deemed a “covered associate” under SEC Rule 206(4)-5; candidates must not have disqualifying political contributions and will be required to disclose U.S. political contributions made by them and household family members over the past two years.
  • Proven and successful sales track record.
  • Active FINRA Series 7 license.
  • Active Series 63 and 65 or 66.
  • Must not have political contributions that would disqualify candidate under 17 CFR § 275.206(4)-5; selected applicants must disclose U.S. political contributions from past two years.
  • This role is deemed a “covered associate” under SEC Rule 206(4)-5; candidates must not have disqualifying political contributions and must disclose U.S. political contributions from the past two years.
  • 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.
  • Ideally, you have 2+ years of experience working as a Financial Advisor.
  • You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
  • You also have an active state variable life and health license.
  • 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.
  • High school diploma or GED.
  • May include up to 25% travel.

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
  • 401(k) Plan with dollar-for-dollar Company matching up to 6% and Company contribution equal to 3% of eligible pay (U.S.) with immediate vesting
  • Employee Assistance Program (confidential counseling services)
  • Matching charitable donations 1:1 up to $5,000
  • Volunteer Time Off up to 16 hours annually
  • Paid Time Off starting at least 24 PTO days
  • Immediate access to medical, dental, vision, life insurance and 401(k) plan with match
  • Company matching charitable donations 1:1 up to $5,000
  • At least 24 Paid Time Off (PTO) days to start
  • Employee Assistance Program (confidential counseling)
  • 401(k) Plan with company match up to 6% and company contribution equal to 3% of eligible pay (U.S.)
  • 401(k) Plan with company dollar-for-dollar matching up to 6% and company contribution equal to 3% of eligible pay (US)
  • Paid Time Off starting at least 24 days
  • 401(k) Plan with dollar-for-dollar Company matching contribution up to 6% of eligible pay and Company contribution equal to 3% of eligible pay (U.S.)
  • Paid Time Off: at least 24 PTO days
  • Company-provided technology, equipment, helpdesk assistance, client management and financial planning tools
  • Matching charitable donations up to $5,000
  • At least 24 Paid Time Off (PTO) days starting eligibility
  • 401(k) Plan with dollar-for-dollar Company match up to 6% and Company contribution equal to 3% of eligible pay (U.S.) with immediate vesting
  • 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.
  • 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.
  • 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.
  • 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.
  • Medical, dental and vision insurance plans.
  • Mental health support and wellness initiatives.
  • Retirement benefits options, which vary by location.
  • In the U.S., 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.
  • Company contributions vest immediately.
  • Confidential counseling services and resources are available to all employees.
  • Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Eligible employees start off with at least 24 Paid Time Off (PTO) days.

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.

Financial ServicesEnterprisecorebridgefinancial.com/

What people say about this company

2.9/ 5

  • Mixed employee satisfaction regarding management and leadership.
  • Some employees appreciate the work-life balance.
  • Concerns about communication and support from upper management.
$60k–$70k/yr