Financial Advisor

This is a fully remote position, open to applicants in California.

📋 Description

• You will engage with both existing and potential clients to strategize their financial futures.

• Leverage our company-provided technology and tools to enhance your operations.

• Additionally, you will utilize marketing support such as mailings, email campaigns, and tailored flyers to grow your business and attract new customers.

• Work collaboratively with colleagues and your District Vice President to acquire new skills, techniques, and best practices.

⛳️ Requirements

• A high school diploma or GED is required.

• Ideally, you possess 2+ years of experience as a Financial Advisor.

• A demonstrated and successful sales history is essential.

• You must hold an active FINRA Series 7 license along with Series 63 and 65 or 66.

• An active state variable life and health license is also required.

🏝️ Benefits

• A competitive benefits package with immediate access to medical, dental, vision, life insurance, and a 401(k) plan with matching contributions.

• Company-provided technology, including equipment, helpdesk support, client management, and financial planning tools.

• Coverage for E&O, licensing fees, continuing education, and compliance support, all paid by the company.

• Health and Wellness: We provide a variety of medical, dental, and vision insurance options, as well as mental health support and wellness initiatives to enhance overall well-being.

• Retirement Savings: Our competitive 401(k) Plan includes 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 for all employees.

• Matching charitable donations: Corebridge matches donations to tax-exempt organizations at a 1:1 ratio, up to $5,000.

• Volunteer Time Off: Employees may utilize up to 16 volunteer hours each year to engage in activities that benefit the communities where they live and work.

• Paid Time Off: Eligible employees begin with a minimum of 24 Paid Time Off (PTO) days for personal and family needs.