Wealth Financial Advisor - Raleigh/durham

CoreBridge Financial Services

Raleigh, NC, US
Not specified; benefits: competitive pyckage with ...
Not specified
Active finra series 7 license
Series 63 or 65/66 license
State variable life and health license
CoreBridge Financial Services is seeking a Wealth Financial Advisor in the Raleigh/Durham area to provide personalized financial planning for high net worth clients. The ideal candidate will have at least two years of experience in financial advising, relevant licenses, and a strong sales background

Job Summary

  • The role involves meeting with existing and prospective high net worth clients to plan their financial future.
  • Corebridge Financial provides a company-provided book of business, technology tools, and marketing support to help advisors succeed.
  • Employees receive comprehensive benefits including immediate access to medical, dental, vision, life insurance, and a 401(k) plan with match.

Matching Summary

Match Score: 85

CoreBridge Financial Services is seeking a Wealth Financial Advisor in the Raleigh/Durham area to provide personalized financial planning for high net worth clients. The ideal candidate will have at least two years of experience in financial advising, relevant licenses, and a strong sales background.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Self-motivated and passionate
  • Flexible schedule creation
  • Community impact focus
  • Collaborative team player

Key Requirements

  • High school diploma or GED
  • Active FINRA Series 7 license
  • Active Series 63 and 65 or 66 license
  • Active state variable life and health license
  • 2+ years as Financial Advisor
  • No disqualifying political contributions under SEC Rule 206(4)-5

Work Rights

Must not have disqualifying political contributions under SEC pay-to-play rules

Tailored Resume

Cover Letter