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Financial Advisor

Job not on LinkedIn

đź•’ September 23

🦬 Montana – Remote

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⏰ Full Time

🟢 Junior

🟡 Mid-level

đź’¸ Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

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đź‘» Ghost score 11%

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Logo of AIG

AIG

10,000+ employees

Founded 1919

đź’¸ Finance

🛡️ Insurance

🤝 B2B

Finance • Insurance • B2B

AIG is a leading global insurance organization with operations in more than 80 countries and jurisdictions. The company offers a wide range of insurance products, including general property and casualty insurance, life insurance, retirement solutions, and other financial services. Catering to individuals, families, businesses, and brokers, AIG specializes in providing innovative insurance solutions and risk management products. The company is known for its comprehensive claims support and multinational expertise, helping clients protect their most valuable assets and manage emerging risks effectively.

đź“‹ Description

• Meet with existing and prospective clients to plan their financial future • Provide personalized retirement and financial planning for customers and their families • Use company-provided technology and tools to improve operations • Use mailings, email blasts, and customized flyers to expand the business and reach new customers • Collaborate with co-workers and the District Vice President to learn skills, methods, and best practices • Build and manage the business with flexibility to create a personal schedule • Travel up to 25%

🎯 Requirements

• High school diploma or GED • 2+ years of experience working as a Financial Advisor (ideally) • Proven and successful sales track record • Active FINRA Series 7 license • Active Series 63 and 65 or 66 licenses • Active state variable life and health license • Candidates must not have made disqualifying political contributions under applicable SEC, federal, or state pay-to-play rules • Selected applicants must disclose all U.S. political contributions made by themselves and household family members over the past two years

🏖️ Benefits

• 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 • Mental health support and wellness initiatives • 401(k) dollar-for-dollar company matching contribution of up to 6% of eligible pay • Company contribution equal to 3% of eligible pay to the 401(k) plan • Employee Assistance Program with confidential counseling services and resources • Matching charitable donations 1:1, up to $5,000 • Up to 16 volunteer hours annually • At least 24 paid time off days • Remote work designation • Flexible schedule / ability to create your own schedule

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