[Remote] Licensed Wealth Management Advisor - IL
Note: The job is a remote job and is open to candidates in USA. Corebridge Financial is a leading provider of financial planning tools dedicated to helping Americans secure their retirement. The Licensed Wealth Management Advisor will provide personalized retirement and financial planning experiences for clients, utilizing company resources and collaborating with team members to enhance their operations.
Responsibilities
ā¢ You will meet with existing and prospective clients to plan their financial future
ā¢ Utilize our company-provided technology and tools to improve your operation
ā¢ You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers
ā¢ Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices
Skills
ā¢ High school diploma or GED
ā¢ Minimum 2 years of experience working as a Financial Advisor
ā¢ Minimum 2 years of a proven and successful sales track record
ā¢ You have an active FINRA Series 7, 66 OR Series 6, 63, 65 licenses
ā¢ You have an active state variable life and health license
Benefits
ā¢ Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
ā¢ Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
ā¢ Company-paid E&O, licensing fees, continuing education and compliance support
ā¢ 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.
ā¢ 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.
ā¢ Employee Assistance Program: Confidential counseling services and resources are available to all employees.
ā¢ Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
ā¢ 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.
ā¢ 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.
Company Overview
ā¢ Corebridge Financial is a providers of retirement solutions and insurance products. It is a sub-organization of AIG. It was founded in 1957, and is headquartered in Houston, Texas, USA, with a workforce of 5001-10000 employees. Its website is https://www.corebridgefinancial.com.
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Responsibilities
ā¢ You will meet with existing and prospective clients to plan their financial future
ā¢ Utilize our company-provided technology and tools to improve your operation
ā¢ You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers
ā¢ Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices
Skills
ā¢ High school diploma or GED
ā¢ Minimum 2 years of experience working as a Financial Advisor
ā¢ Minimum 2 years of a proven and successful sales track record
ā¢ You have an active FINRA Series 7, 66 OR Series 6, 63, 65 licenses
ā¢ You have an active state variable life and health license
Benefits
ā¢ Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
ā¢ Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
ā¢ Company-paid E&O, licensing fees, continuing education and compliance support
ā¢ 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.
ā¢ 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.
ā¢ Employee Assistance Program: Confidential counseling services and resources are available to all employees.
ā¢ Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
ā¢ 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.
ā¢ 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.
Company Overview
ā¢ Corebridge Financial is a providers of retirement solutions and insurance products. It is a sub-organization of AIG. It was founded in 1957, and is headquartered in Houston, Texas, USA, with a workforce of 5001-10000 employees. Its website is https://www.corebridgefinancial.com.
Apply tot his job
Apply To this Job