Financial Wealth Advisor - Baltimore, MD

Corebridge Financial•Baltimore, MD

5d•Hybrid

About The Position

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.

Requirements

NASD Series 7
Series 65 or 66
State Variable, Life & Health License
Seven plus years of industry experience
Bachelor’s degree or equivalent related work experience
Candidates for the role must not have made any political contributions that, under 17 CFR § 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.

Nice To Haves

CFP designation strongly desired

Responsibilities

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