Financial Advisor

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

📋 Description

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

• Leverage company-supplied technology and resources to enhance operational efficiency.

• Employ mailings, email campaigns, and tailored flyers to grow the business and attract new clientele.

• Work in tandem with colleagues and the District Vice President to acquire new skills, techniques, and best practices.

• Deliver customized retirement and financial planning services to clients and their families.

• Develop a personal schedule to cultivate the business and career on the individual’s own terms.

⛳️ Requirements

• High school diploma or GED is required.

• Ideally, a minimum of 2 years of experience as a Financial Advisor.

• A documented track record of successful sales performance.

• Active FINRA Series 7 license along with Series 63 and 65 or 66.

• Active state variable life and health insurance license.

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

• Selected candidates are required to disclose all U.S. political contributions made by them and their household family members over the last two years.

• Willingness to travel up to 25% may be necessary.

🏝️ Benefits

• 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 resources.

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

• Mental health resources and wellness programs available.

• 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.

• A 401(k) dollar-for-dollar company match on contributions up to 6% of eligible pay, plus a company contribution of 3% of eligible pay; contributions vest immediately.