Remote Wealth Advisor – Retirement Planning Expert

Corebridge Financial, Inc.; Slidell (LA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401K

Paid time off

Volunteer hours

Health insurance

Job summary

Corebridge Financial, Inc. is seeking a Wealth Management Advisor to conserve assets and manage a client book focused on retirement planning. The role emphasizes relationship-building, planning, and asset retention while meeting regulatory standards.

You will have access to an existing book and a supportive ecosystem with Salesforce, eMoney, and specialized planning tools to help drive growth. Flexibility to work from home and/or office is provided.

Qualifications

• Broker/dealer licenses required or in progress; CFP designation strongly preferred.
• Bachelor’s degree or equivalent work experience in finance or related field.
• Series 7 plus licenses and state life & health license required.
• Minimum 7 years of experience in wealth management or advisory services.

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 and grow the book of business.
• Familiarize with Corebridge Financial products and broker-dealer offerings.
• Adhere to compliance standards and regulatory requirements.

Skills

NASD Series 7

Series 65 or 66

Life & Health License

CFP designation

7+ years experience

Education

Bachelor’s degree or equivalent

Tools

Salesforce CRM

eMoney

Financial Planning software Retirement Pathfinder

NFS Wealthscape Trading Platform

Job description

Corebridge Financial, Inc. is seeking a Wealth Management Advisor to conserve assets and manage a client book focused on retirement planning. The role emphasizes relationship-building, planning, and asset retention while meeting regulatory standards.

You will have access to an existing book and a supportive ecosystem with Salesforce, eMoney, and specialized planning tools to help drive growth. Flexibility to work from home and/or office is provided.