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[Remote] Wealth Financial Advisor - Steamboat Springs, CO
Note: The job is a remote job and is open to candidates in USA. Corebridge Financial is an industry-leading provider of financial planning tools for community members. The Financial Advisor will provide a personalized retirement and financial planning experience for customers, allowing for flexibility in schedule and career development.
Responsibilities
- You will meet with existing and prospective clients to plan their financial future
- Utilize our company-provided technology and tools to improve your operation
- You will also 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
- High school diploma or GED
- Ideally, you have 2+ years of experience working as a Financial Advisor
- A proven and successful sales track record
- You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66
- You also have an active state variable life and health license
Benefits
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 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: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
- Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers 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 (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- Employee Assistance Program: Confidential counseling services and resources are 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 to support activities that enhance and serve communities where employees live and work.
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Company Overview
