Corebridge Financial

Financial Wealth Advisor - Houston TX

Corebridge Financial$80K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of wealth management experience
  • NASD Series 7 license required
  • Series 65 or 66 license required
  • State Variable, Life & Health License required
  • CFP designation strongly preferred
  • Bachelor's degree or equivalent experience

Responsibilities

  • Build and nurture client relationships to conserve and grow client assets
  • Utilize financial planning tools to assess client needs and recommend strategies
  • Exceed sales targets through referrals, prospecting, and networking efforts
  • Conduct seminars and workshops to educate potential clients
  • Ensure compliance with industry regulations and standards
  • Collaborate with regional and national advisors for shared success
  • Leverage an existing book of business for immediate client access

Benefits

  • Comprehensive health, dental, and vision insurance plans
  • Generous 401(k) plan with company matching contributions
  • Employee Assistance Program for confidential counseling
  • Charitable donation matching program up to $5,000
  • Volunteer time off for community support
  • Minimum of 24 Paid Time Off days annually
Full Job Description
Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes are the conservation of large balanced and at-risk client accounts. Asset Conservation is paramount to our growth. This emphasis is served by assigning the Wealth Management Advisor a manageable book where the advisor can build relationships that will help clients plan for their retirement and reduce surrenders. Therefore, a Wealth Management Advisor is expected to promote planning, conserve assets and attain complete work. Wealth Management Advisor • Employment Type: Full-Time Position • NASD Series 7 • Series 65 or 66 • State Variable, Life & Health License • Seven plus years of industry experience • CFP designation strongly desired • Bachelor's degree or equivalent related work experience You will also be provided with the following: • An existing book of business and an ecosystem for new leads generation • Numerous resources at your fingertips to ensure your success: Salesforce CRM, eMoney, Financial Planning software Retirement Pathfinder, NFS's Wealthscape Trading Platform • Flexibility to work from home and/or office to create your own schedule • Benefits from day one to include a 401K • Ongoing training opportunities Organizational Structure: This position reports to a Divisional Vice President that will provide coaching and guidance as you grow and maintain your book. You will also have the ability to collaborate with other Advisors in your region and nationally. Performance Objectives: • Build client and asset acquisition through referrals, prospecting, seminars, and networking • Utilize financial planning tools to better understand clients' needs • Continually exceed sales expectations • Familiarization with Corebridge Financial products and services, along with a competitive broker dealer product shelf • Adhere to compliance standards #LI-LR1 #LI-SAFG This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR a7 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR a7 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Benefit Offerings Include: • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. • Employee Assistance Program: Confidential counseling services and resources are available to all employees. • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company

About Corebridge Financial

Corebridge Financial, formerly AIG Life & Retirement, provides a diverse range of retirement planning, insurance, and financial solutions to help individuals and businesses financially prepare for the future. Their product suite includes annuities, life insurance, employer-sponsored retirement plans, and more to aid retirement readiness, protect assets, and manage risks. Corebridge believes financial security is possible for everyone through thoughtful education, planning, and purposeful action. They aim to move financial futures forward by making it easy for more people to take steps toward their goals today.

Corebridge Financial Careers

Joining Corebridge Financial presents an unparalleled opportunity to become part of a leading team of professionals dedicated to financial innovation and solutions. This is a pivotal time to engage with a company that values growth, leadership, and diversity in its workforce.

Explore Job Opportunities

Corebridge Financial offers a variety of job opportunities that cater to seasoned professionals and newcomers alike. Whether it's a position in management, finance, technology, or customer service, Corebridge Financial is actively hiring individuals who are passionate, driven, and ready to contribute to a thriving team.

Internship Programs

Kickstart a career in finance with Corebridge Financial’s internship programs. These opportunities are designed for individuals seeking to gain hands-on experience and develop essential skills in a real-world setting. Internships at Corebridge Financial are a gateway to full-time employment and offer a deep dive into the financial sector’s dynamic environment.

Professional Growth and Development

Corebridge Financial is committed to the professional growth of its employees. With comprehensive training programs and access to diverse career paths, employees can explore various facets of the financial industry. Leadership development and diversity training ensure that all team members are equipped for success and prepared to lead.

Benefits and Culture

The culture at Corebridge Financial is built on a foundation of innovation and inclusive values. Employees enjoy a range of benefits designed to support their professional and personal lives. From health and wellness programs to competitive retirement plans, Corebridge Financial invests in the well-being of its team members.

Networking and Career Advancement

Networking within Corebridge Financial leads to valuable connections and expansive career advancement opportunities. Employees are encouraged to engage in events and activities that foster professional relationships and personal growth.

Applying for a Position

To apply for a position at Corebridge Financial, candidates should prepare a resume that highlights relevant experience and skills. The interview process is designed to assess not only professional qualifications but also a candidate’s fit within the company’s culture. Corebridge Financial seeks individuals who are solution-driven and ready to contribute to a team.

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Join the Corebridge Financial Team

Search open positions that match skills and interests on the Corebridge Financial careers page. The company looks for curious, creative, and dedicated team players ready to make a significant impact in the financial industry.

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Learn more about Corebridge Financial
Size
10,001 employees
Industry

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