Corebridge Financial · 3 hours ago

Financial Advisor - Howard County Public Schools, Maryland

Linthicum, MD

Full-time

Remote

Entry Level

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Responsibilities

Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.

Actively participate in benefit fairs and new employee orientations.

Participate in the annual plan review and financial education planning process.

Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates

Meet with participants and eligible employees to educate employees regarding plan participation.

Travel dependent on your territory may be required for new plan enrollments.

Qualification

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Series 7Series 66Insurance licensesCFPChFCBilingual Spanish/English