Wealth Financial Advisor - Slidell, LA

Corebridge Financial • Slidell, LA

4d • 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 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 insurance
• Dental insurance
• Vision insurance
• Mental health support
• Wellness initiatives
• Retirement benefits options
• 401(k) Plan with 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
• Employee Assistance Program
• Matching charitable donations
• Volunteer Time Off
• Paid Time Off (PTO) days

What This Job Offers

• Job Type: Full-time
• Career Level: Senior