Jobs · Finance · Texas

Wealth Financial Advisor - Dallas, TX

Corebridge Financial · Dallas, TX · 2 mo ago
FinanceFull-time

About the role

Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.

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 GED.
  • Ideal experience: 2+ years of experience working as a Financial Advisor.
  • Proven and successful sales track record.
  • Active FINRA Series 7 licenses 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. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

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