Financial Wealth Advisor - Phoenix, AZ

Corebridge Financial • Phoenix, AZ

3d • 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 role focuses on helping community members employed in healthcare, higher education, K-12, government, and other not-for-profit institutions plan for their financial futures. The advisor can create their own schedule and build their career on their own terms. The position is designated as remote and may require up to 25% travel.

Corebridge provides technology and business support, including equipment, helpdesk assistance, client management and financial planning tools, marketing materials, and support with licensing, continuing education, and compliance. The position also includes company-paid errors and omissions insurance and licensing fees.

Requirements

• High school diploma or GED.
• Active FINRA Series 7 license and Series 63 and 65 or 66 licenses.
• Active state variable life and health license.
• 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, with immediate access.
• 401(k) plan with company match; U.S. plan contributions include 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 annual IRS limits; contributions vest immediately.
• Company-provided technology and equipment, helpdesk assistance, client management and financial planning tools.
• Company-paid errors and omissions insurance, 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 annual volunteer hours.
• At least 24 days of paid time off for eligible employees.

What This Job Offers

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