Wealth Management Advisor

Job not on LinkedIn

🔥 1 minute ago

🚗 Michigan – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

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👻 Ghost score 11%

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Logo of AIG

AIG

10,000+ employees

Founded 1919

💸 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.

📋 Description

• Meet with existing and prospective clients to plan their financial future • Utilize company-provided technology and tools to improve operations • Use marketing support, including 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 new skills, methods and best practices • Provide personalized retirement and financial planning experiences for customers and their families • Travel within the assigned territory

🎯 Requirements

• Ideally, 5+ years of experience working as a Financial Advisor • Bachelor's degree is preferred • Proven and successful sales track record • Active FINRA Series 6 or 7 license • Active FINRA Series 63 and 65 or 66 license combination • Active state variable life and health license • Ability to travel within the assigned territory • May include up to 25% travel

🏖️ 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 • Flexible schedule and flexibility to create your own schedule • Medical, dental and vision insurance plans • Mental health support and wellness initiatives • 401(k) 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 up to $5,000 annually • Up to 16 volunteer hours annually • At least 24 Paid Time Off (PTO) days • Reasonable accommodations for disabilities and sincerely held religious beliefs

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