Financial Advisor

AIG

. Meet with existing and prospective clients to plan their financial future .

Posted 9/23/2026full-timeRemote • Michigan • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and advisory services, with a strong focus on personalized retirement strategies and compliance with regulatory standards. Proven ability to build client relationships and expand business through effective marketing and collaboration.

Highest-signal resume keywords

Financial PlanningSales Track RecordFINRA Series 7 LicenseSeries 63 LicenseSeries 65 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryRetirement PlanningClient Relationship ManagementSales TechniquesCompliance Knowledge

Soft Skills

CollaborationCommunicationCustomer Service

Tools & Technologies

Company-Provided TechnologyMarketing Support Tools

Certifications & Qualifications

FINRA Series 7 LicenseSeries 63 LicenseSeries 65 LicenseState Variable Life and Health License

Industry Keywords

SEC Rule 206(4)-5Pay-to-Play RulesFinancial ServicesClient AcquisitionBusiness Development

About the role

Key responsibilities & impact

Meet with existing and prospective clients to plan their financial future
Provide customers and their families with personalized retirement and financial planning
Use company-provided technology and tools to improve 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
Create and build a successful financial advisory practice

Requirements

What you’ll need

High school diploma or GED
2+ years of experience working as a Financial Advisor is ideally preferred
Proven and successful sales track record
Active FINRA Series 7 license
Active Series 63 and 65 or 66 license(s)
Active state variable life and health license
Compliance with SEC Rule 206(4)-5 and applicable federal and state pay-to-play rules
Selected applicants must disclose all U.S. political contributions made by themselves and household family members over the past two years
May include up to 25% travel (the posting also lists Estimated Travel Percentage as more than 50%)

Benefits

Comp & perks

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
Mental health support and wellness initiatives
401(k) company matching contribution of up to 6% of eligible pay and company contribution equal to 3% of eligible pay, subject to annual IRS limits and Plan terms; contributions vest immediately
Employee Assistance Program with confidential counseling services and resources
Matching charitable donations at 1:1, up to $5,000
Up to 16 volunteer hours annually
At least 24 paid time off (PTO) days for eligible employees
Flexible schedule and flexibility to build a career on your terms