Financial Advisor - Boca Raton, FL

Summary

Corebridge Financial is an industry-leading provider of financial planning tools for community members. They are seeking a Financial Advisor to provide personalized retirement and financial planning experiences for clients, allowing for flexibility in creating their own schedules.

Responsibilities

• You will meet with existing and prospective clients to plan their financial future
• Utilize our company-provided technology and tools to improve your operation
• You will also 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

Skills

• 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

Qualifications

Must Haves

• 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-paid E&O
• Company-paid licensing fees
• Continuing education and compliance support
• Company-provided technology, including equipment
• Helpdesk assistance
• Client management and financial planning tools
• Health and Wellness: a range of medical, dental and vision insurance plans
• Health and Wellness: mental health support
• Health and Wellness: wellness initiatives to promote overall well-being
• Retirement Savings: 401(k) Plan offers a dollar-for-dollar Company matching contribution of up to 6% of eligible pay
• Retirement Savings: Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms)
• Retirement Savings: Company contributions vest immediately
• Employee Assistance Program: Confidential counseling services and resources available to all employees
• Matching charitable donations: matches donations to tax-exempt organizations 1:1, up to $5,000
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually
• 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.