Financial Wealth Advisor - Houston TX
About The Position
At Corebridge Financial, the company partners with financial professionals and institutions to empower individuals in their financial lives, for today and tomorrow. The company operates with core values including collaboration, accountability, continuous improvement, and inclusivity. The Wealth Management Advisor role specifically focuses on the conservation of large balanced and at-risk client accounts, which is paramount to the company's growth. Advisors are assigned a manageable book of business to build client relationships, help clients plan for retirement, and reduce surrenders, promoting planning, asset conservation, and 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
- 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
- Medical, dental and vision insurance plans
- Mental health support and wellness initiatives
- Retirement benefits options, including a competitive 401(k) Plan with a dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (vests immediately)
- Confidential counseling services and resources through an Employee Assistance Program
- Matching charitable donations (1:1, up to $5,000)
- Up to 16 volunteer hours annually (Volunteer Time Off)
- At least 24 Paid Time Off (PTO) days
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
1,001-5,000 employees
