Financial Advisor

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

📋 Description

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

• Leverage our company’s advanced technology and tools to enhance your operations.

• Additionally, you will benefit from marketing support through mail campaigns, email promotions, and tailored flyers to grow your business and connect with new clients.

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

• To assist you in your journey, we provide the essential resources to foster your success.

⛳️ Requirements

• A high school diploma or GED is required.

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

• A demonstrated and successful sales history is essential.

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

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

🏝️ Benefits

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

• Technology provided by the company, including equipment, helpdesk support, client management, and financial planning tools.

• Company-covered E&O, licensing fees, continuing education, and compliance assistance.

• Health and Wellness: We provide various medical, dental, and vision insurance options, along with mental health support and wellness initiatives to encourage overall well-being.

• Retirement Savings: We offer diverse retirement benefit options, which differ by location. In the U.S., 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 of 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 accessible to all employees.

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

• Volunteer Time Off: Employees are entitled to use up to 16 volunteer hours annually to engage in activities that benefit the communities in which they live and work.

• Paid Time Off: Eligible employees begin with a minimum of 24 Paid Time Off (PTO) days to allow them to take time off for personal and family needs.