Wealth Management Advisor — Remote, Retirement Planning Focus

Corebridge Financial; Slidell (LA); Hybrid; USD 85,000 - 130,000; Full time

Benefits offered by this job

401(k) matching

Work from home flexibility

Ongoing training

Job summary

Corebridge Financial is seeking a Wealth Management Advisor to manage a book of business, promote retirement planning, and conserve assets for high-net-worth clients. You will build relationships, comply with regulations, and leverage planning tools to tailor financial solutions.

The role offers flexibility to work from home or office with ongoing training and a comprehensive benefits program. A 401(k) plan and career growth opportunities are provided.

Qualifications

• Bachelor’s degree or equivalent related work experience.
• NASD Series 7
• Series 65 or 66
• State Variable, Life & Health License
• Seven plus years of industry experience
• 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

Education

Bachelor’s degree or equivalent related work experience

Tools

NASD Series 7

Series 65 or 66

State Variable Life & Health License

CFP designation

Job description

Corebridge Financial is seeking a Wealth Management Advisor to manage a book of business, promote retirement planning, and conserve assets for high-net-worth clients. You will build relationships, comply with regulations, and leverage planning tools to tailor financial solutions.

The role offers flexibility to work from home or office with ongoing training and a comprehensive benefits program. A 401(k) plan and career growth opportunities are provided.