Financial Wealth Advisor
Corebridge Financial • Baltimore, MD39d • $80,000 - $200,000 • Hybrid
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Financial Wealth Advisor - Baltimore, MD
Corebridge Financial•Baltimore, MD
•$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
- Employment Type: Full-Time Position
- NASD Series 7
- Series 65 or 66
- 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
- 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
- Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
- Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 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 (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- Employee Assistance Program: 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 to support activities that enhance and serve communities where employees live and work.
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
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