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