Financial Wealth Advisor - Houston TX
Corebridge Financial•Houston, TX
•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
- NASD Series 7
- Series 65 or 65
- State Variable, Life & Health License
- Seven plus years of industry experience
Nice To Haves
- CFP designation strongly desired
- Bachelor’s degree or equivalent related work experience
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
- 401K
- medical insurance
- dental insurance
- vision insurance
- mental health support
- wellness initiatives
- retirement benefits
- Employee Assistance Program
- Matching charitable donations
- Volunteer Time Off
- Paid Time Off (PTO)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
