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Corebridge Financial

Financial Advisor

Corebridge Financial

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

Posted 11/3/2026full-timeRemote • New Mexico • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial advising, including personalized retirement and financial planning, while leveraging technology and marketing strategies to enhance client engagement and business growth.

Highest-signal resume keywords
Financial AdvisingSales Track RecordFINRA Series 7 LicenseSeries 63 LicenseSeries 65 License

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial PlanningRetirement PlanningClient Relationship ManagementSales TechniquesMarket Expansion Strategies
Soft Skills
CollaborationCommunicationCustomer Service
Tools & Technologies
Company-Provided TechnologyMarketing Tools
Certifications & Qualifications
FINRA Series 7 LicenseSeries 63 LicenseSeries 65 LicenseState Variable Life LicenseState Health License
Industry Keywords
Financial ServicesClient EngagementBusiness Development

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

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 licenses
  • Active state variable life and health license

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
  • U.S. 401(k) Plan with company matching contribution up to 6% of eligible pay and company contribution equal to 3% of eligible pay; contributions vest immediately
  • Confidential counseling services and resources through the Employee Assistance Program
  • 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
  • Remote work designation
  • Flexible schedule / ability to create your own schedule
  • Marketing support including mailings, email blasts and customized flyers