Financial Wealth Advisor - Houston TX

Corebridge Financial • Houston, TX

19h • Hybrid

About The Position

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. 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

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

Benefits

• A range of medical, dental and vision insurance plans
• Mental health support and wellness initiatives to promote overall well-being
• Retirement benefits options, which vary by location
• 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.
• Confidential counseling services and resources are available to all employees (Employee Assistance Program)
• Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000
• Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work (Volunteer 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 1,001-5,000 employees