Financial Advisor - Gainesville/Lake City

Corebridge Financial • Gainesville, FL

6d • Remote

About The Position

Corebridge Financial Services is seeking a self-motivated Financial Advisor to provide personalized retirement and financial planning to customers and their families. The advisor meets with existing and prospective clients, builds a financial advisory business, and uses company-provided technology, tools, and marketing resources. The position is designated as remote and offers flexibility to create a work schedule. Travel may be required; the posting lists estimated travel as up to 25% in one section and up to 50% in another.

The role supports community members working in healthcare, higher education, K-12, government, and other not-for-profit institutions. Advisors receive company technology and client-management and financial-planning tools, marketing support, helpdesk assistance, and licensing, continuing-education, errors-and-omissions, and compliance support. The position is a covered associate under applicable SEC and other pay-to-play rules. Candidates moving forward must disclose U.S. political contributions made by themselves and household family members over the prior two years.

Requirements

• High school diploma or GED.
• An active FINRA Series 7 license.
• An active Series 63 and 65 license, or Series 66 license.
• An active state variable life and health license.
• A proven and successful sales track record.

Nice To Haves

• Ideally, at least 2 years of experience working as a Financial Advisor.

Responsibilities

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

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions; the plan described for U.S. employees includes dollar-for-dollar matching up to 6% of eligible pay and a company contribution equal to 3% of eligible pay, subject to plan terms and limits, with immediate vesting.
• Company-provided technology and equipment, helpdesk assistance, client-management and financial-planning tools.
• Company-paid errors-and-omissions coverage, licensing fees, continuing education, and compliance support.
• Mental health support and wellness initiatives.
• Employee Assistance Program with confidential counseling services and resources.
• Matching charitable donations to tax-exempt organizations, 1:1 up to $5,000.
• Up to 16 hours of annual Volunteer Time Off.
• At least 24 days of Paid Time Off for eligible employees.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED