Financial Wealth Advisor - VA South/Eastern Shore, MD

About the Role

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.

What You Will Be Provided

• 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.

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
• Familiarization with Corebridge Financial products and services, along with a competitive broker dealer product shelf
• Adhere to compliance standards

Qualifications

• 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

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.

Benefits

• Health and Wellness: range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives
• Retirement Savings: competitive 401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: confidential counseling services and resources
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000
• Volunteer Time Off: up to 16 volunteer hours annually
• Paid Time Off: at least 24 Paid Time Off (PTO) days annually