Corebridge Financial
Financial Advisor - Napa County, CA
Corebridge Financial, Oakland, California, United States, 94616
Overview
Financial Advisor - Napa County, CA at Corebridge Financial Join to apply for the Financial Advisor - Napa County, CA role at Corebridge Financial. Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About The Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities
You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. Benefits and Resources
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications
High school diploma or GED Ideally, 2+ years of experience as a Financial Advisor A proven and successful sales track record Active FINRA Series 7 license and Series 63/65 or 66 Active state variable life and health license Work Location
This position is currently designated as remote. Estimated Travel
May include up to 25% travel. This role is a “covered associate” under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, and related pay-to-play regulations. Candidates must disclose all U.S. political contributions as required by law. Legal and Equal Employment Opportunity
We are an Equal Opportunity Employer. Corebridge Financial complies with all applicable federal, state, and local fair employment laws. All applicants are considered based on job-related qualifications without regard to race, color, religion, sex, gender or gender identity, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. Reasonable accommodations are available on request. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please email TalentandInclusion@corebridgefinancial.com. We will consider qualified applicants with criminal histories in accordance with applicable laws. To learn more please visit: www.corebridgefinancial.com
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Financial Advisor - Napa County, CA at Corebridge Financial Join to apply for the Financial Advisor - Napa County, CA role at Corebridge Financial. Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About The Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities
You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. Benefits and Resources
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications
High school diploma or GED Ideally, 2+ years of experience as a Financial Advisor A proven and successful sales track record Active FINRA Series 7 license and Series 63/65 or 66 Active state variable life and health license Work Location
This position is currently designated as remote. Estimated Travel
May include up to 25% travel. This role is a “covered associate” under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, and related pay-to-play regulations. Candidates must disclose all U.S. political contributions as required by law. Legal and Equal Employment Opportunity
We are an Equal Opportunity Employer. Corebridge Financial complies with all applicable federal, state, and local fair employment laws. All applicants are considered based on job-related qualifications without regard to race, color, religion, sex, gender or gender identity, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. Reasonable accommodations are available on request. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please email TalentandInclusion@corebridgefinancial.com. We will consider qualified applicants with criminal histories in accordance with applicable laws. To learn more please visit: www.corebridgefinancial.com
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