Financial Wealth Advisor - Houston TX

About the role

The Wealth Management Advisor's primary responsibilities include conserving large and at-risk client accounts, promoting client planning, and building relationships for retirement planning. This role requires a strong background in financial planning and a proven track record of asset management.

Responsibilities

• Conserving large and at-risk client accounts
• Promoting client planning and retirement goals
• Building and maintaining a book of business
• Utilizing financial planning tools to understand client needs
• Exceeding sales expectations
• Familiarizing oneself with Corebridge Financial products and services
• Adhering to compliance standards

Requirements

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

Qualifications

• Strong interpersonal and communication skills
• Ability to manage a book of business effectively
• Proven track record in asset management
• Knowledge of financial planning tools and techniques

Skills

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

Benefits

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

Pay

Compensation details are confidential and will be discussed during the interview process.

Schedule

The Wealth Management Advisor is expected to work a flexible schedule, including the possibility of remote work.

Organizational Structure

This position reports to a Divisional Vice President who provides coaching and guidance. Advisors collaborate with regional and national peers.

Performance Objectives

• Build client and asset acquisition through referrals, prospecting, seminars, and networking
• Utilize financial planning tools to better understand clients' needs
• Continually exceed sales expectations
• Familiarize oneself with Corebridge Financial products and services
• Adhere to compliance standards

Why Corebridge?

Corebridge Financial prioritizes the health, well-being, and work-life balance of its employees. The company offers comprehensive benefits and wellness programs, including medical, dental, and vision insurance, mental health support, and wellness initiatives. Additionally, Corebridge provides retirement savings options, such as a 401(k) Plan with generous Company matching contributions, and a range of employee assistance programs.

Equal Opportunity Employer

Corebridge Financial is committed to being an equal opportunity employer and complies with all applicable federal, state, and local fair employment laws. The company seeks to ensure that its colleagues are respected as individuals and valued for their unique perspectives.