Financial Advisor

AIG

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and client relationship management, with a strong focus on personalized retirement strategies and sales performance. Proficient in utilizing technology and tools to enhance operational efficiency and expand client outreach.

Highest-signal resume keywords

Financial PlanningSales 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 PlanningSales PerformanceClient Relationship ManagementRetirement PlanningBusiness Development

Soft Skills

CollaborationCommunicationFlexibility

Tools & Technologies

Company-Provided TechnologyEmail BlastsCustomized Flyers

Certifications & Qualifications

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

Industry Keywords

Financial AdvisorClient OutreachSEC RegulationsPay-to-Play Rules

About the role

Key responsibilities & impact

Meet with existing and prospective clients to plan their financial future
Provide personalized retirement and financial planning 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 skills, methods, and best practices
Build and manage the business with flexibility to create a personal schedule
Travel up to 25%

Requirements

What you’ll need

High school diploma or GED
2+ years of experience working as a Financial Advisor (ideally)
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
Candidates must not have made disqualifying political contributions under applicable SEC, federal, or 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

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) dollar-for-dollar company matching contribution of up to 6% of eligible pay
Company contribution equal to 3% of eligible pay to the 401(k) plan
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 days
Remote work designation
Flexible schedule / ability to create your own schedule