Wealth Financial Advisor - Tampa, Fl

Corebridge Financial

Tampa, FL, United States
Client management tools
Financial planning tools
Marketing support utilization
Corebridge Financial partners with financial professionals and institutions to help more people take action in their financial lives

Job Summary

  • Corebridge Financial partners with financial professionals and institutions to help more people take action in their financial lives.
  • The role involves meeting with clients, utilizing company technology and marketing support, and collaborating with colleagues to expand business.
  • The company offers a competitive benefits package including immediate access to medical, dental, vision, life insurance, and a 401(k) plan with match.

Matching Summary

Corebridge Financial partners with financial professionals and institutions to help more people take action in their financial lives.

Skills & Requirements

Must-have

  • client management tools
  • financial planning tools
  • marketing support utilization
  • collaboration with colleagues
  • meeting with clients

Nice-to-have

  • compassionate and self-motivated
  • grow a career
  • improve client lives
  • challenging the status quo
  • embracing different perspectives

Key Requirements

  • 7+ years of experience as Financial Advisor
  • Active FINRA Series 6 or 7 licenses
  • Series 63 and 65 or 66 licenses
  • Active state variable life and health license
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter