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Corebridge Financial

Financial Advisor - Boca Raton, FL

УдалённоUnited States только
Опубликовано
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Коротко по делу

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.

Ключевые навыки

salesfinancial planningRetirement planning

Обязательные навыки

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

Обязательные языки

English

Чем предстоит заниматься

  • 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.

Что требуется

  • 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.

Преимущества

  • 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 ServicesКрупнаяcorebridgefinancial.com/

Что говорят о компании

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.
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