Financial Wealth Advisor - VA South/Eastern Shore, MD

Corebridge Financial•Linthicum Heights, MD

2d•$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

Full-Time Position
NASD Series 7
Series 65 or 65
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
wellness initiatives
retirement benefits options
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
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
Paid Time Off (PTO) days