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 resources to enhance operational efficiency.

• Utilize marketing materials, such as mailers, email campaigns, and tailored flyers, to grow the business and attract new clients.

• Work alongside 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.

• Establish a personal schedule and develop the business and career on your own terms.

• 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.

• Demonstrated success in sales with a proven track record.

• Active FINRA Series 7 license is essential.

• Series 63 and 65 or 66 licenses are required.

• Active state variable life and health license is necessary.

• Candidates must not have political contributions that could disqualify themselves or Corebridge Financial under relevant 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.

🏝️ 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 necessary equipment, helpdesk support, client management, and financial planning tools.

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

• Mental health resources and wellness programs available.

• A dollar-for-dollar company matching contribution to the 401(k) plan up to 6% of eligible pay.

• An additional company contribution of 3% of eligible pay to the 401(k) plan.

• 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 volunteer hours provided annually.

• At least 24 Paid Time Off (PTO) days available for eligible employees.