Financial Advisor

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

📋 Description

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

• Leverage company-provided technology and tools to enhance operational efficiency.

• Employ marketing resources, such as mail campaigns, email blasts, and tailored flyers, to grow the business and attract new clients.

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

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

• Travel may be required up to 25% of the time.

⛳️ Requirements

• High school diploma or GED is required.

• A minimum of 2 years of experience as a Wealth Financial Advisor is essential.

• A proven and successful sales history is necessary.

• An active FINRA Series 7 license is required.

• Series 63 and 65 or 66 licenses are required.

• An active state variable life and health license is mandatory.

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

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

🏝️ Benefits

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

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

• Company-covered errors and omissions, licensing fees, ongoing education, and compliance assistance.

• Medical, dental, and vision insurance options are available.

• Mental health support and wellness programs are offered.

• U.S. 401(k) Plan featuring dollar-for-dollar Company matching contributions up to 6% of eligible earnings.

• Company contribution of 3% of eligible pay to the U.S. 401(k) Plan.

• Immediate vesting of Company contributions to the U.S. 401(k) Plan.

• Confidential counseling services and resources through the Employee Assistance Program.

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

• Up to 16 hours of volunteer time available annually.

• A minimum of 24 Paid Time Off (PTO) days for eligible employees.

• Flexible scheduling and the opportunity to shape a career according to personal preferences.