Wealth Financial Advisor - Boca Raton, Fl

Corebridge Financial

Boca Raton, 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 leveraging marketing support to expand business.
  • The company offers a competitive benefits package including medical, dental, vision, 401(k) with match, and paid time off.

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 experience as Financial Advisor
  • Active FINRA Series 6 or 7 license
  • Active Series 63 and 65 or 66 licenses
  • Active state variable life and health license

Work Rights

Not specified

Tailored Resume

Cover Letter