Financial Wealth Advisor - Baltimore, MD

About the role

The Wealth Management Advisor's primary responsibilities include conserving large and at-risk client accounts, building relationships, and promoting financial planning. This role requires a minimum of seven years of industry experience and a CFP designation, if not already obtained.

Responsibilities

• Conservation of large balanced and at-risk client accounts
• Build relationships with clients to help them plan for retirement and reduce surrenders
• Utilize financial planning tools to better understand clients' needs
• Exceed sales expectations
• Familiarize yourself with Corebridge Financial products and services, along with a competitive broker dealer product shelf
• Adhere to compliance standards

Requirements

• Certified Financial Planner (CFP) designation
• NASD Series 7, Series 65 or 66 State Variable, Life & Health License
• Bachelor’s degree or equivalent related work experience

Qualifications

• Seven plus years of industry experience
• Existing book of business and ecosystem for new lead generation
• Access to numerous resources for success, including Salesforce CRM, eMoney, Financial Planning software, Retirement Pathfinder, and NFS’s Wealthscape Trading Platform
• Flexibility to work from home and/or office

Skills

• Financial planning and analysis
• Client relationship management
• Compliance adherence

Benefits

• 401(k) Plan with Company matching contribution
• Employee Assistance Program
• Mental health support
• Volunteer Time Off
• Paid Time Off

Pay

The average total compensation for this role historically has ranged from $80,000-$200,000, based on a combination of hourly pay, plus commissions.

Schedule

This role is full-time and allows for some flexibility in scheduling.