Financial Services Professional

4 weeks ago


Miami FL USA, United States Corebridge Financial Full time
Financial Advisor Role Overview

At Corebridge Financial, we're passionate about helping individuals make informed decisions about their financial futures. As a Financial Advisor, you'll play a critical role in providing objective guidance to plan sponsors and employees eligible for our retirement savings plans.

Key Responsibilities:
  • Conduct individual and group presentations to educate plan participants about plan features and benefits.
  • Actively participate in benefit fairs and new employee orientations to promote plan awareness.
  • Collaborate with Relationship Managers and District Vice Presidents to develop targeted education campaigns and increase plan participation.
  • Meet with participants to educate them about plan options and encourage enrollment.
  • Travel may be required for new plan enrollments.

What We Offer:
  • A salary-paid position with bonus potential.
  • A competitive benefits package, including medical, dental, vision, life insurance, and a 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.

Requirements:
  • High school diploma or GED required; Bachelor's Degree preferred.
  • Series 7, Series 66 required and appropriate state insurance licenses required.
  • CFP, ChFC or similar designations desirable.
  • Excellent presentation skills required.
  • Bilingual Spanish/English skills a plus.

We Are an Equal Opportunity Employer

Corebridge Financial is committed to being an Equal Opportunity Employer and provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability, or any other legally protected categories.

  • Miami, FL , USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Financial Services Professional to join our team. As an Investment and Insurance Advisor, you will be responsible for consulting with clients on investment and insurance strategies, as well as developing financial plans to help them achieve their goals. You will also be responsible for...


  • Miami, FL , USA, United States PNC Financial Services Group Full time

    Job DescriptionAs a Financial Advisor within PNC Investments, you will be based in the Miami, FL Market. Bilingual Spanish speaking preferred.Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy...


  • Pittsburgh, PA , USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing exceptional financial planning and investment advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement comprehensive...


  • Birmingham, AL, USA, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Financial Services Professional to join our team. As an Investment and Insurance Strategist, you will be responsible for consulting with clients on investment and insurance strategies, as well as developing financial plans to help them achieve their goals. You will also be responsible for...


  • St. Petersburg, FL, USA, United States Raymond James Financial Incorporated Full time

    Job Summary:The Advisory Mastery Program (AMP) is a comprehensive development program designed to equip trainees with the skills and knowledge necessary to succeed as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel tailored to their clients' objectives, time horizon, and risk tolerance. AMP offers a holistic approach to...


  • Pittsburgh, PA , USA, United States The PNC Financial Services Group, Inc Full time

    Job DescriptionAt The PNC Financial Services Group, Inc, we are seeking a highly skilled Financial Services Professional to join our team. As a key member of our organization, you will be responsible for providing exceptional client service and developing strategic plans to meet the financial needs of our clients.Key Responsibilities:Consult with clients to...


  • Miami, FL , USA, United States EFG International Full time

    Job Title: Senior Financial Services ProfessionalAt EFG International, we are seeking a highly motivated and experienced Senior Financial Services Professional to join our team. As a key member of our organization, you will be responsible for performing transaction review activities, including suitability, pricing, and regulatory matters. You will also...


  • Tampa, FL , USA, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Our team of experts is dedicated to delivering exceptional service and expertise to...


  • Miami, Florida, United States The PNC Financial Services Group, Inc Full time

    Job SummaryWe are seeking a highly skilled Financial Services Consultant to join our team at The PNC Financial Services Group, Inc. As a key member of our organization, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement personalized...


  • Tallahassee, FL , USA, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to work with plan sponsor relationships in the State and government retirement plan market in the Tallahassee area. This role will focus on 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars.Key...


  • McKinney, TX , USA, United States Independent Financial Services Full time

    Job Summary: We are seeking a skilled and detail-oriented Financial Center Service Associate to join our team at Independent Financial Services. As a key member of our financial center, you will play a vital role in providing exceptional customer service and helping our clients achieve their financial goals. Key Responsibilities: Open new accounts, including...


  • Miami, United States New York Life Full time

    Job DescriptionJob DescriptionFinancial ProfessionalAre you a leader who has the following traits?• Competitive• Entrepreneurial• Coachable• Communicative• Self-disciplined• AuthenticIf the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your...

  • Financial Advisor

    6 months ago


    Miami, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...


  • Clearwater, FL, USA, United States Diana Devito - State Farm Agent Full time

    Join Our Team as a Customer-Focused Insurance and Financial Services ProfessionalWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Professional. As a key member of our team, you will be responsible for developing leads, scheduling appointments, identifying customer needs, and marketing...


  • Miami, Florida, United States American Income Life AO - Joshua Berduo Full time

    Position Overview:We are seeking dedicated individuals to excel in a virtual work environment as a Manager in Training. This role offers the unique opportunity to work remotely, learn from the best in our company, and receive mentorship from our executive leadership team.As a result of our transition to a completely virtual work environment, we have been...


  • Florida , USA, United States New York Life Full time

    Financial Security and Peace of MindNew York Life is a leading provider of insurance, annuity, and investment solutions. We are committed to helping our policy owners achieve financial security and peace of mind through our comprehensive range of products and services.As a Financial Services Professional, you will work with clients to understand their...


  • Miami, Florida, United States Global Financial Impact - Shannon Hunter Full time

    Job OpportunityWe are seeking highly motivated and competent individuals to join our team as Financial Professionals. This is a remote opportunity that offers a great work-life balance and unlimited earning potential.Key Responsibilities:Develop Financial Need Analysis (FNA) for clientsPlace families, individuals, and business owners in a financial position...


  • Miami, Florida, United States Bulltick Financial Services, LLC. Full time

    Bulltick Financial Services, LLC. is seeking a highly skilled Financial Data Associate to join their team in Miami, FL. The ideal candidate will have a Bachelor's degree in Economics, Finance, or a related field, and a minimum of 5 years of experience in the field. Key responsibilities include conducting trade booking and settlement of US and non-US equities...


  • Needham, MA , USA, United States The Bulfinch Group Full time

    Unlock Your Potential as a Financial Advisor with The Bulfinch GroupAre you a motivated and results-driven individual looking to build a successful career in financial services? Do you have a passion for helping others achieve their financial goals? If so, we invite you to join our team at The Bulfinch Group as a Financial Advisor.About the RoleAs a...


  • Washington, DC , USA, United States PNC Full time

    Job SummaryPNC is seeking a highly skilled Financial Services Professional to join our team. As a Financial Advisor, you will be responsible for consulting with clients on investment and insurance strategies, as well as developing financial plans to help them achieve their goals.You will grow and retain an investment and insurance book of business, owning...