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Corebridge Financial

Financial Advisor - Boca Raton, FL

RemoteUnited States only
Published
Employment
Full-time
Company size
Enterprise
Salary not disclosed
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Open to US only. Set where you work from to check your eligibility.

No BS summary

Remote Financial Advisor selling retirement and financial planning to institutional-affiliated customers. Requires active FINRA Series 7 and Series 63 and 65 or 66, plus state variable life & health license; ideally 2+ years sales/financial-advisor experience. US-focused role (Boca Raton, FL) with up to 25% travel.

Core skills

salesfinancial planningRetirement planning

Required skills

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66state variable life licensestate health licenseclient managementSeries 63Series 65Series 66state variable life and health license

Required languages

English

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 District Vice President to learn skills, methods, and best practices.

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 license 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 will be required to disclose U.S. political contributions over the past two years.
  • 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 past two years.

Benefits

  • 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
  • Competitive benefits package
  • Employee Assistance Program (confidential counseling services)
  • Matching charitable donations 1:1 up to $5,000
  • Volunteer Time Off up to 16 hours annually
  • At least 24 Paid Time Off (PTO) days
  • 401(k) Plan: company matching contribution up to 6% and company contribution equal to 3% of eligible pay (vest immediately, subject to limits)
  • Company matching charitable donations 1:1 up to $5,000
  • At least 24 Paid Time Off (PTO) days to start

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.
Salary not disclosed