Financial Advisor - Sonoma & Napa, CA

Corebridge Financial • Oakland, CA

127d

About The Position

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. 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.

Requirements

• High school diploma or GED.
• 2+ years of experience working as a Financial Advisor.
• Proven and successful sales track record.
• Active FINRA Series 7 licenses and Series 63 and 65 or 66.
• Active state variable life and health license.

Responsibilities

• Meet with existing and prospective clients to plan their financial future.
• Utilize company-provided technology and tools to improve operations.
• Use marketing support in the form of mailings, email blasts, and customized flyers to expand business and reach new customers.
• Collaborate with co-workers and District Vice President to learn new skills, methods, and best practices.

Benefits

• Health and Wellness: A range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives.
• Retirement Savings: Competitive 401(k) Plan with a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay.
• Employee Assistance Program: Confidential counseling services and resources available to all employees.
• 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.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees