Wealth Financial Advisor - Tampa, Fl

CoreBridge Financial Services

Tampa, FL, US
Not specified; competitive benefits pyckage; 401(k...
Not specified
7+ years financial advisor experience
Active finra series 6 or 7 license
Series 63 and 65 or 66 license
CoreBridge Financial Services is seeking a Wealth Financial Advisor in Tampa, FL, who will assist clients in planning their financial futures using company-provided tools and resources. The role requires a strong background in financial advising, including a proven sales track record and relevant licenses

Job Summary

  • The role involves meeting with existing and prospective clients to plan their financial future using company-provided technology.
  • Corebridge Financial offers a competitive benefits package including immediate access to medical, dental, vision, and a 401(k) match.
  • Candidates must not have made political contributions that would disqualify them under SEC Rule 206(4)-5 pay-to-play regulations.

Matching Summary

Match Score: 85

CoreBridge Financial Services is seeking a Wealth Financial Advisor in Tampa, FL, who will assist clients in planning their financial futures using company-provided tools and resources. The role requires a strong background in financial advising, including a proven sales track record and relevant licenses.

Salary

Not specified; Competitive benefits package; 401(k) match up to 6% plus 3% company contribution

Skills & Requirements

Must-have

  • 7+ years Financial Advisor experience
  • Active FINRA Series 6 or 7 license
  • Series 63 and 65 or 66 license
  • State variable life and health license
  • Proven successful sales track record

Nice-to-have

  • Compassionate and self-motivated attitude
  • Desire to grow a career
  • Experience with healthcare or education sectors
  • Collaborative team player

Key Requirements

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

Work Rights

Must comply with US federal and state pay-to-play rules regarding political contributions

Tailored Resume

Cover Letter