Financial Wealth Advisor - Houston TX

Corebridge Financial•Houston, TX

2d•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. This position reports to a Divisional Vice President that will provide coaching and guidance as you grow and maintain your book. You will also have the ability to collaborate with other Advisors in your region and nationally.

Requirements

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

Conservation of large balanced and at-risk client accounts.
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.