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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and client relationship management, with a strong focus on personalized retirement solutions and effective sales strategies. Holds necessary licenses and adheres to compliance standards in the financial services industry.
Highest-signal resume keywords
Financial PlanningSales Track RecordFINRA Series 7 LicenseSeries 63 LicenseSeries 65 License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement PlanningClient Relationship ManagementSales StrategiesFinancial AnalysisInvestment Strategies
Soft Skills
CollaborationCommunicationCustomer ServiceProblem Solving
Tools & Technologies
Company-Provided TechnologyEmail Marketing ToolsCustomer Relationship Management Software
Certifications & Qualifications
FINRA Series 7 LicenseSeries 63 LicenseSeries 65 LicenseState Variable Life LicenseState Health License
Industry Keywords
Financial AdvisorRetirement SolutionsCompliance StandardsPay-to-Play Rules
About the role
Key responsibilities & impact- Meet with existing and prospective clients to plan their financial future
- Provide a personalized retirement and financial planning experience for customers and their families
- Use company-provided technology and tools to improve operations
- Use 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
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 licenses
- Active state variable life and health license
- Must not have made political contributions that would disqualify the candidate or Corebridge Financial 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
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
- U.S. 401(k) company matching contribution of up to 6% of eligible pay
- U.S. 401(k) company contribution equal to 3% of eligible pay, subject to annual IRS limits and Plan terms
- 401(k) company 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 for eligible employees
- Flexible schedule and flexibility to build a career on your terms
