Financial Planning Advisor

We’re passionate about excellence.

AIG Retirement 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, public service and other not-for-profit institutions. We love what we do and we think you will too.

You create the possibilities.

Join our team and make a real difference in the lives of members of your community. We’re looking for an experienced Financial Planning Advisor who can build and maintain strong customer relationships and manage investments across a broad spectrum of clients. We provide the tools you need to help you succeed if you have the drive and motivation to grow your career.

WHAT YOU’LL DO AS A FINANCIAL PLANNING ADVISOR:

  • Enhance existing client relationships through comprehensive plan reviews.
  • You will identify opportunities within the provided book of business through discovery and client engagement.
  • Engage clients with AIG Retirement Services’ proprietary financial planning tools and modeling.
  • You will analyze client data to determine what strategies are most appropriate.
  • Develop recommendations and action items consistent with the financial plan and client goals.

WHAT SKILLS YOU WILL USE:

  • Bachelor’s degree from a four-year college or university.
  • 5-7 years’ experience in the Financial Services Industry.
  • Series 7 and 66 required.
  • State Variable, Life and Health License.
  • Extensive knowledge of retirement plan types and law.
  • CFP designation strongly desired or ability to obtain CFP within three years.

WHAT WE PROVIDE:

  • Existing employer relationships with current retirement plan participants to contact.
  • Marketing support including mailings, email blasts and customized flyers.
  • Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools.
  • Competitive compensation.
  • Competitive benefits package with immediate access to medical, dental, vision, life and 401(k) with match.
  • Educational support toward certification(s), license(s) and career development.
  • Ongoing coaching and mentoring by a Senior Financial Advisor and District Vice President.

Who are we a good fit for?

We love working with talented people but more than that, we seek out compassionate and self-motivated co-workers who want to grow a career and help improve the lives of our clients. If that sounds good to you, join us.

Join our team today

To speak with a recruiter about the opportunity please fill out the form below.







It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide 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.