财富财务顾问 - 斯特姆博特斯普林斯，科罗拉多州
Wealth Financial Advisor - Steamboat Springs, CO
Corebridge Financial 一直相信行动就是一切。因此，我们每天与金融专业人士和机构合作，帮助更多人采取行动，为今天和明天的财务生活做好准备。
我们遵循一套价值观，这些价值观是定义我们文化的核心支柱，帮助实现我们的品牌使命：
- 我们团结一致：我们在整个企业内协作，推广有效的方法，并果断地为客户和合作伙伴采取行动。
- 我们兑现承诺：我们承担责任，互相赋能，并为利益相关者超越预期。
- 我们不断学习、改进和创新：我们每天挑战现状，提升自己，为未来做好准备。
- 我们倡导包容：我们接纳不同的观点，让同事能够产生影响，并在工作中展现真实的自我。
职位描述
你将与谁合作
Corebridge Financial Services 已经帮助美国人规划并享受安全的退休生活超过半个世纪。我们是为在医疗、高等教育、K-12、政府和其他非营利机构工作的社区成员提供财务规划工具的行业领先提供商。我们热爱自己的工作，我们认为你也会喜欢。
职位简介
你是否充满热情且自我驱动？你是否希望改善你所在社区他人的生活？加入 Corebridge Financial Services。我们正在寻找一名财务顾问，为我们的客户及其家庭提供个性化的退休和财务规划体验。如果你希望拥有灵活安排自己时间的自由，并按照自己的方式建立职业生涯，加入我们的团队吧。
职责
- 与现有和潜在客户会面，规划他们的财务未来。
- 利用公司提供的技术和工具来提升你的工作效率。
- 还将使用邮寄、电子邮件群发和定制传单等营销支持来拓展业务，接触新客户。
- 与同事和区域副总裁合作，学习新技能、方法和最佳实践。
为了帮助你顺利起步，我们提供必要的资源，助你创造属于自己的成功：
- 具有竞争力的福利包，包括立即可享的医疗保险、牙科保险、视力保险、人寿保险以及 401(k) 计划（含匹配）
- 公司提供的技术，包括设备、技术支持、客户管理及财务规划工具
- 公司支付的 E&O 保险和执照费用
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Who We Are
At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
- We are stronger as one: We collaborate across the enterprise, scale what works and actdecisively for our customers and partners.
- We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
- We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
- We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Job Description
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.
To help you get started, we offer you the resources needed to create your own success:
- 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, you have 2+ years of experience working as a Financial Advisor.
- A proven and successful sales track record.
- You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
- You also have an active state variable life and health license.
Work Location
· This position is currently designated as remote.
Estimated Travel
· May include up to 25% travel.
The average total compensation for this role historically has ranged from $90,000-$130,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits.
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
- Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
- Retirement Savings: We offer retirement benefits options, which vary by location.In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- Employee Assistance Program: Confidential counseling services and resources are available to all employees.
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
- Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and 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. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.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 send an email to accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
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Applications will be accepted for this position until a satisfactory candidate pool has been identified.Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%):Relocation Provided:The Variable Annuity Life Insurance CompanyOriginally posted on Himalayas