Financial Advisor

AIG

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

Posted 9/28/2026full-timeRemote • Pennsylvania • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advising, including personalized retirement and financial planning, while leveraging technology and marketing tools to enhance client engagement and business growth. Holds necessary licenses and maintains compliance with regulatory standards.

Highest-signal resume keywords

Financial Advisor ExperienceProven Sales Track RecordActive FINRA Series 7 LicenseActive Series 63 LicenseActive State Variable Life and Health License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningRetirement PlanningSales TechniquesClient Relationship ManagementMarket Expansion Strategies

Soft Skills

CollaborationCommunicationCustomer Service

Tools & Technologies

Company-Provided TechnologyMarketing Support Tools

Certifications & Qualifications

FINRA Series 7 LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 LicenseState Variable Life and Health License

Industry Keywords

Financial ServicesClient EngagementCompliancePay-to-Play Rules

About the role

Key responsibilities & impact

Meet with existing and prospective clients to plan their financial future
Utilize 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 new skills, methods and best practices
Provide a personalized retirement and financial planning experience for customers and their families
Travel as required, potentially up to 25%

Requirements

What you’ll need

High school diploma or GED
Ideally, 2+ years of experience working as a Financial Advisor
Proven and successful sales track record
Active FINRA Series 7 license
Active Series 63 and 65 or 66 license
Active state variable life and health license
Candidates must not have disqualifying political contributions under applicable 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
Ability to work in the Lewisburg/Williamsport, Pennsylvania area

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
Medical, dental and vision insurance plans
Mental health support and wellness initiatives
401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay; contributions vest immediately
Employee Assistance Program with confidential counseling services and resources
Matching charitable donations 1:1, up to $5,000
Up to 16 volunteer hours annually
At least 24 Paid Time Off (PTO) days
Flexibility to create your own schedule