Wealth Financial Advisor - Tampa, FL

Corebridge FinancialTampa, FL
Onsite

About The Position

At Corebridge Financial, we partner with financial professionals and institutions to help more people take action in their financial lives for today and tomorrow. We align to a set of Values that define our culture: stronger as one, deliver on commitments, learn/improve/innovate, and inclusive. Corebridge Financial helps people plan and take action to protect their future and respond to life's difficult moments through our solutions and services. We offer a broad portfolio of life insurance, retirement, and institutional products through an extensive, multichannel distribution network. We provide solutions for a brighter future through client-centered service, product expertise, deep distribution relationships, and a dedicated team. We are passionate about excellence and are an industry-leading provider of financial planning tools for community members in healthcare, higher education, K-12, government, and other not-for-profit institutions.

Requirements

  • 7+ years of experience working as a Financial Advisor.
  • A proven and successful sales track record.
  • Active FINRA Series 6 or 7 licenses.
  • Active Series 63 and 65 or 66 licenses.
  • Active state variable life and health license.
  • Compassionate and self-motivated co-workers who want to grow a career and improve the lives of our clients.

Nice To Haves

  • Bachelor's degree is preferred.

Responsibilities

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

Benefits

  • Competitive benefits package
  • Immediate access to medical, dental, vision, life insurance
  • 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
  • Health and Wellness: medical, dental and vision insurance plans, mental health support and wellness initiatives
  • Retirement Savings: 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
  • Employee Assistance Program: Confidential counseling services and resources
  • 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 (PTO): Eligible employees start off with at least 24 PTO days
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