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Corebridge Financial

Financial Advisor - Greater Cleveland Area

УдалённоUnited States толькоВ архиве
Опубликовано
Роль
Продажи
Опыт
Мидл
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Коротко по делу

Financial Advisor needed to provide personalized retirement and financial planning. Requires a high school diploma, 2+ years of experience as a Wealth Financial Advisor, and a proven sales track record. Must hold active FINRA Series 7, Series 63, and Series 65 or 66 licenses, plus an active state variable life and health license.

Обязательные навыки

FINRA Series 7Series 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 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.

Что требуется

  • High school diploma or GED
  • Minimum of 2 years of experience working as a Wealth Financial Advisor.
  • A proven and successful sales track record.
  • Must 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 currently aligned to the Cuyahoga County area.
  • May include up to 25% travel.
  • 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.
  • 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.
  • High school diploma or GED.
  • This position is currently aligned to the Cuyahoga County area.

Преимущества

  • 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
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.

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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