Wealth Advisor - Atlanta, GA

Corebridge Financial, Inc.; Atlanta (GA); Hybrid; USD 60,000 - 120,000; Full time

Job summary

Join a forward-thinking company as a Wealth Management Advisor, where your expertise in financial planning will empower high net worth clients to secure their financial futures. This role offers the flexibility to create your own schedule while providing the necessary tools and resources to succeed, including an existing book of business and ongoing training opportunities. With a focus on asset conservation and relationship building, you will play a crucial role in helping clients navigate their retirement planning. Embrace the chance to work in a supportive environment that values diversity and inclusion, and take your career to new heights in the financial services industry.

Benefits

401(k) plan with match

Medical insurance

Dental insurance

Vision insurance

Company-provided technology

Ongoing training opportunities

Flexible work schedule

Company-paid E&O insurance

Helpdesk assistance

Client management tools

Qualifications

• 7+ years of industry experience required.
• Must possess NASD Series 7 and Series 65 or 66 licenses.

Responsibilities

• Provide personalized retirement and financial planning experiences.
• Conserve large client accounts and promote financial planning.

Skills

Financial Planning

Client Relationship Management

Salesforce CRM

Investment Strategies

Retirement Planning

Education

Bachelor’s degree

CFP designation

Tools

Salesforce CRM

Financial Planning software

Wealthscape Trading Platform

Job description

Wealth Advisor - Atlanta, GA

We’re passionate about excellence.

Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. This position is working with high net worth clients. We love what we do and we think you will too.

We provide the book of business. You create the possibilities.

Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.

Wealth Management Financial Advisor

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.

Minimum Requirements:

• Employment Type: Full-Time Position
• NASD Series 7
• Series 65 or 66
• State Variable, Life & Health License
• Seven plus years of industry experience
• CFP designation strongly desired
• Bachelor’s degree or equivalent related work experience

You will also be provided with the following:

• 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

Organizational Structure:
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.

To help you get started, we offer you the resources needed to create your own success:

• Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
• Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
• Company-paid E&O, licensing fees, continuing education and compliance support

We are an Equal Opportunity Employer

Corebridge Financial, Inc ., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial , we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [e-mail]. Reasonable accommodations will be determined on a case-by-case basis.