Corebridge Financial
Overview
Financial Advisor - Kalispell, MT at Corebridge Financial. We are seeking a self-motivated professional 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
Meet with existing and prospective clients to plan their financial future. Utilize company-provided technology and tools to improve operations. Use marketing support in the form of mailings, email blasts, and customized flyers to expand business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. What We Offer
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 Proven and successful sales track record Active FINRA Series 7 license and Series 63 and 65 or 66 Active state variable life and health license Work Location
Remote Estimated Travel
May include up to 25% travel Regulatory and Compliance
The role is a covered associate under SEC Rule 206(4)-5. Candidates may be required to disclose political contributions as part of the application process, per applicable federal and state regulations. Equal Opportunity Employer
Corebridge Financial is an equal opportunity employer. All applicants will be considered for employment based on job-related qualifications without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. Reasonable accommodations are available during the application process. For accommodations, please email TalentandInclusion@corebridgefinancial.com. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan documents and Company policy.
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Financial Advisor - Kalispell, MT at Corebridge Financial. We are seeking a self-motivated professional 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
Meet with existing and prospective clients to plan their financial future. Utilize company-provided technology and tools to improve operations. Use marketing support in the form of mailings, email blasts, and customized flyers to expand business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. What We Offer
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 Proven and successful sales track record Active FINRA Series 7 license and Series 63 and 65 or 66 Active state variable life and health license Work Location
Remote Estimated Travel
May include up to 25% travel Regulatory and Compliance
The role is a covered associate under SEC Rule 206(4)-5. Candidates may be required to disclose political contributions as part of the application process, per applicable federal and state regulations. Equal Opportunity Employer
Corebridge Financial is an equal opportunity employer. All applicants will be considered for employment based on job-related qualifications without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. Reasonable accommodations are available during the application process. For accommodations, please email TalentandInclusion@corebridgefinancial.com. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan documents and Company policy.
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