Financial Advisor - Greater Cleveland Area
Corebridge Financial · Franklin County, OH · 1 mo ago
FinanceFull-time
About The Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
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 And Qualifications
- High school diploma or GED
- Minimum of 2 years of experience working as a Wealth Financial Advisor.
- A proven and successful sales track record.
- Must 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.
Work Location: This position is currently aligned to the Cuyahoga County area.
Estimated Travel: May include up to 25% travel.
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
- 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
- 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.
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days.