Wealth Financial Advisor

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

📋 Description

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

• Leverage company-provided technology and resources to enhance operations.

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

• Collaborate 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.

• Develop a personal schedule and expand the financial advisory business.

⛳️ Requirements

• High school diploma or GED is required.

• A minimum of 2 years of experience as a Financial Advisor is strongly preferred.

• A demonstrated and successful sales history.

• Possession of an active FINRA Series 7 license.

• Hold an active Series 63 and 65 or 66 license.

• Must have an active state variable life and health license.

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

• Selected candidates must disclose all U.S. political donations made by themselves and family members living in the same household within the last two years.

🏝️ Benefits

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

• 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.

• Flexible working hours.

• Support for mental health and wellness initiatives.

• 401(k) Plan with a dollar-for-dollar company match contribution of up to 6% of eligible pay, along with a company contribution equaling 3% of eligible pay; contributions vest immediately.

• 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 granted annually.

• At least 24 paid time off (PTO) days for qualified employees.