Financial Advisor - Toledo, Oh

CoreBridge Financial Services

Toledo, Ohio, United States
Not specified; benefits: competitive pyckage with ...
Fully remote
Active finra series 7 license required
Active series 63 or 65/66 license required
Active state variable life and health license
CoreBridge Financial Services is seeking a Financial Advisor in Toledo, Ohio, to provide personalized retirement and financial planning to clients. The position offers flexibility in scheduling, company-provided technology and support, and a comprehensive benefits package

Job Summary

  • Corebridge Financial Services partners with professionals to help Americans plan for secure retirement across healthcare, education, and government sectors.
  • The role involves meeting with existing and prospective clients to create personalized retirement plans while utilizing company-provided technology and marketing tools.
  • Employees receive a comprehensive benefits package including immediate medical coverage, a 401(k) match up to 6%, and paid time off starting at 24 days.

Matching Summary

Match Score: 85

CoreBridge Financial Services is seeking a Financial Advisor in Toledo, Ohio, to provide personalized retirement and financial planning to clients. The position offers flexibility in scheduling, company-provided technology and support, and a comprehensive benefits package.

Salary

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

Skills & Requirements

Must-have

  • Active FINRA Series 7 license required
  • Active Series 63 or 65/66 license required
  • Active state variable life and health license
  • 2+ years financial advisor experience preferred
  • Proven successful sales track record

Nice-to-have

  • Passionate about improving community lives
  • Self-motivated with flexible schedule preference
  • Collaborative team player open to learning
  • Experience in healthcare or education sectors

Key Requirements

  • High school diploma or GED
  • FINRA Series 7 license
  • Series 63 or 65/66 license
  • State variable life and health license
  • 2+ years as Financial Advisor

Work Rights

Must not have disqualifying political contributions under SEC Rule 206(4)-5

Tailored Resume

Cover Letter