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Financial Advisor
Corebridge Financial. Meet with existing and prospective clients to plan their financial future .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advising, including personalized retirement and financial planning, while effectively utilizing marketing strategies to expand client base. Holds necessary licenses and has a proven sales track record to support client financial futures.
Highest-signal resume keywords
Financial AdvisingSales Track RecordActive FINRA Series 7 LicenseActive Series 63 LicenseActive State Variable Life and Health License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Tools & Technologies
Company-Provided TechnologyMarketing Support
Certifications & Qualifications
FINRA Series 7 LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 LicenseState Variable Life and Health License
Industry Keywords
Financial PlanningRetirement PlanningClient Relationship ManagementSalesBusiness Expansion
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 customers and their families with personalized retirement and financial planning experiences
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
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
- Flexible schedule and ability to create your own schedule
- Medical, dental and vision insurance plans
- Mental health support and wellness initiatives
- U.S. 401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay
- Company contribution equal to 3% of eligible pay to the U.S. 401(k) Plan, subject to annual IRS limits and Plan terms
- Immediate vesting of 401(k) Company contributions
- Confidential counseling services through 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