Financial Advisor

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteMid LevelTeam 10,001+Since 1919H1B SponsorCompany SiteLinkedIn

Location

Pennsylvania

Posted

2 days ago

Salary

Not specified

Seniority

Mid Level

High School2 yrs expEnglish

Job Description

• Meet with existing and prospective clients to plan their financial future. • Utilize our company-provided technology and tools to improve your operation. • Use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. • Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

Job Requirements

  • High school diploma or GED
  • Ideally, you have 2+ years of experience working as a Financial Advisor.
  • A proven and successful sales track record.
  • You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
  • You also have an active state variable life and health license.

Benefits

  • Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
  • Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
  • Company-paid E&O, licensing fees, continuing education and compliance support
  • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 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 available to all employees.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

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