Corebridge Financial
Financial Services
FinancialWealthAdvisor
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optimal for Mid+ candidates.
“Financial Wealth Advisor at Corebridge Financial”
Industry & Context.
Full Job Description
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. 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. _Wealth Management Advisor_ • 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
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