Financial Wealth Advisor - Houston TX
Corebridge Financial, Inc.
- # Financial Wealth Advisor - Houston TXApplylocations: TX-Houstontime type: Full timeposted on: Posted Todayjob requisition id: JR2600668Who 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 AdvisorThe 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 experienceYou 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 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#LI-LR1**#LI-SAFG**This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. **Benefit Offerings Include:*** Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.* Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous 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 are available to all employees.* Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.* Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.* Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.**We are an Equal Opportunity Employer** Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to View email address on click.appcast.io. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law.To learn more please visit: Area:**SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
- J-18808-Ljbffr Corebridge Financial, Inc.
Vacancy posted 5 days ago
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