Financial Wealth Advisor - Baltimore, MD

Corebridge Financial•Baltimore, MD

6d•$80,000 - $200,000•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

Employment Type: Full-Time Position
NASD Series 7
Series 65 or 66
State Variable, Life & Health License
Seven plus years of industry experience

Nice To Haves

CFP designation strongly desired
Bachelor’s degree or equivalent related work experience

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

Benefits

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
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.