Financial Wealth Advisor - Phoenix, AZ
About the role
We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you are passionate and self-motivated, and seek to improve the lives of others in your community, this role might be right for you.
Responsibilities
- 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.
Skills and Qualifications
- A high school diploma or equivalent.
- At least 2+ years of experience working as a Financial Advisor.
- A proven and successful sales track record.
- An active FINRA Series 7 license and a Series 63 and 65 or 66.
- An active state variable life and health license.
Work Location
This position is currently designated as remote. 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.
Corebridge
- We prioritize the health, well-being, and work-life balance of our employees.
- 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.
- We offer a competitive 401(k) Plan with 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).
- We offer confidential counseling services and resources through our Employee Assistance Program.
- We match donations to tax-exempt organizations 1:1, up to $5,000.
- We provide up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
- We offer paid time off so employees can take time off for themselves and their families when they need it.
Equal Opportunity Employer
We are an Equal Opportunity Employer and committed to being an employer of choice. We comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic.