FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
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 planning and client relationship management, with a strong focus on personalized retirement strategies and sales performance. Holds necessary licenses and utilizes technology to enhance operational efficiency and 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
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AdvisoryRetirement PlanningClient Relationship ManagementSales TechniquesBusiness Development
Soft Skills
CollaborationCommunicationCustomer Service
Tools & Technologies
Company-Provided TechnologyEmail Marketing ToolsCustomized Flyers
Certifications & Qualifications
FINRA Series 7 LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 LicenseState Variable Life And Health License
Industry Keywords
Financial ServicesRetirement SolutionsClient AcquisitionPay-To-Play RulesPolitical Contributions Disclosure
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 skills, methods and best practices
- Create an individual schedule and build the business and career on one's own terms
- Travel as required
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
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
- 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
- 401(k) company 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
- Health and wellness initiatives
- Mental health support