Financial Advisor - Bozeman, MT

Summary

Corebridge Financial provides financial planning tools and retirement solutions for customers and their families. The Financial Advisor will deliver personalized retirement and financial planning, meet with clients, expand business through marketing support, and collaborate with colleagues and leadership while working remotely.

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
• 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
• This position is currently designated as remote
• May include up to 25% travel
• Ideally, you have 2+ years of experience working as a Financial Advisor

Qualifications

Must Haves

• High school diploma or GED
• 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
• This position is currently designated as remote
• May include up to 25% travel

Nice to Haves

• Ideally, you have 2+ years of experience working as a Financial Advisor

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
• Remote work arrangement
• Medical, dental and vision insurance plans
• Mental health support and wellness initiatives
• In the U.S., the competitive 401(k) Plan offers a 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
• Confidential counseling services and resources through the Employee Assistance Program, available to all employees
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000
• Up to 16 volunteer hours annually through Volunteer Time Off
• Eligible employees start off with at least 24 Paid Time Off (PTO) days