Financial Advisor

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

📋 Description

• Engage with both existing and potential clients to strategize their financial futures.

• Deliver a tailored retirement and financial planning service for clients and their families.

• Utilize company-supplied technology and tools to enhance operational efficiency.

• Implement mailings, email campaigns, and personalized flyers to grow the business and attract new clients.

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

⛳️ Requirements

• A high school diploma or GED is required.

• Ideally, 2+ years of experience as a Financial Advisor is preferred.

• A demonstrated and successful sales history is essential.

• An active FINRA Series 7 license is required.

• Active Series 63 and 65 or 66 licenses are necessary.

• A current state variable life and health license is required.

• Candidates must not have made political contributions that could disqualify them or Corebridge Financial according to applicable pay-to-play regulations.

• Selected candidates must disclose all U.S. political contributions made by themselves and household family members during the last two years.

🏝️ Benefits

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

• Provision of company technology, including necessary equipment, helpdesk support, client management, and financial planning tools.

• Company-paid errors and omissions insurance, licensing fees, continuing education, and compliance assistance.

• Support for mental health and wellness initiatives.

• U.S. 401(k) company matching contribution of up to 6% of eligible salary.

• U.S. 401(k) company contribution equal to 3% of eligible salary, subject to annual IRS limits and plan terms.

• Immediate vesting of 401(k) company contributions.

• Employee Assistance Program offering confidential counseling services and resources.

• Matching charitable donations at a 1:1 ratio, up to $5,000.

• Up to 16 hours of volunteer time per year.

• A minimum of 24 paid time off (PTO) days for eligible employees.

• Flexible work schedule, allowing you to shape your career on your own terms.