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Wealth 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 leveraging technology and marketing strategies to enhance client engagement and business growth.
Highest-signal resume keywords
Financial Advisory ExperienceSales 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 PlanningRetirement PlanningSales TechniquesClient Relationship ManagementBusiness Development
Soft Skills
CollaborationCommunicationCustomer Service
Tools & Technologies
Company-Provided TechnologyMarketing Tools
Certifications & Qualifications
FINRA Series 7 LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 LicenseState Variable Life And Health License
Industry Keywords
Financial ServicesClient EngagementPay-To-Play Rules
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 personalized retirement and financial planning experiences for customers and their families
- Create an individual schedule and build the financial advisory business
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 license
- Active state variable life and health license
- Candidates must not have made political contributions that would disqualify them 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
- Flexible schedule
- Mental health support and wellness initiatives
- 401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay and Company contribution equal to 3% of eligible pay; contributions vest immediately
- Employee Assistance Program with confidential counseling services and resources
- Matching charitable donations at 1:1, up to $5,000
- Up to 16 volunteer hours annually
- At least 24 paid time off (PTO) days for eligible employees