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Corebridge Financial

Financial Advisor - Tallahassee, FL

RemoteUnited States only
Published
Role
Sales
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 based in/serving Tallahassee area. Must have active FINRA Series 7 and Series 63 and 65 or 66, plus state variable life & health license; proven sales track record. Role involves client-facing retirement and financial planning with up to 25% travel.

Core skills

financial planningRetirement planning

Required skills

FINRA Series 7Series 63Series 65Series 66state variable life licensestate health licenseclient managementstate variable life & health licensesales

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 new skills, methods, and best practices.
  • 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 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.

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 company dollar-for-dollar matching up to 6% and company contribution equal to 3% of eligible pay (US)
  • 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 days
  • Immediate access to medical, dental, vision, life insurance and 401(k) plan with match
  • 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

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/
Salary not disclosed