Financial Advisor - Bloomington, In

CoreBridge Financial Services

Bloomington, Indiana, United States
Not specified; benefits: competitive pyckage with ...
Fully remote
Active finra series 7 license
Active series 63 or 65/66 license
State variable life and health license
CoreBridge Financial Services is seeking a remote Financial Advisor to provide personalized financial planning services to clients. The ideal candidate should have at least two years of experience as a Financial Advisor and possess several relevant licenses. The role offers flexibility in scheduling and a comprehensive benefits package

Job Summary

  • The role involves providing personalized retirement and financial planning experiences for customers and their families.
  • Corebridge Financial offers a comprehensive benefits package including immediate access to medical, dental, vision, and a 401(k) plan with 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 remote Financial Advisor to provide personalized financial planning services to clients. The ideal candidate should have at least two years of experience as a Financial Advisor and possess several relevant licenses. The role offers flexibility in scheduling and a comprehensive benefits package.

Salary

Not specified; Benefits: Competitive package with medical, dental, vision, life insurance, 401(k) match up to 6%; PTO: At least 24 days annually

Skills & Requirements

Must-have

  • Active FINRA Series 7 license
  • Active Series 63 or 65/66 license
  • State variable life and health license
  • Proven sales track record
  • Client relationship management

Nice-to-have

  • Self-motivated and passionate
  • Flexible schedule creation
  • Community-focused mindset
  • Collaborative team player
  • Innovative problem solver

Key Requirements

  • High school diploma or GED
  • 2+ years of Financial Advisor experience
  • Active FINRA Series 7 license
  • Active Series 63 and 65 or 66 license
  • 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