Financial Wealth Advisor - Baltimore MD
Financial Wealth Advisor - Baltimore MD
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$ 90000 - 100000
1 Vacancy
Job Description
Who We Are
At Corebridge Financial we believe action is everything. Thats 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 Advisors dual purposes are the conservation of large balanced and atrisk 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: FullTime Position
NASD Series 7
Series 65 or 66
State Variable Life & Health License
Seven plus years of industry experience
CFP designation strongly desired
Bachelors 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 NFSs 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
The average total compensation for this role historically has ranged from $90000$100000 based on a combination of hourly pay plus commissions. In addition were proud to offer a range of competitive benefits.
#LISAFG #LILR1
This role is deemed a covered associate under SEC RuleCFR 275.20645 Political contributions by certain investment advisers and other federal and state paytoplay rules. Candidates for the role must not have made any political contributions that under 17 CFR 275.20645 or other federal or state paytoplay regulations would disqualify the candidate or Corebridge Financial from conducting Corebridge Financials 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.
Applications will be accepted for this position until a satisfactory candidate pool has been identified.
Why Corebridge
At Corebridge Financial we prioritize the health wellbeing and worklife 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 wellbeing
Retirement Savings: We offer retirement benefits options which vary by location. In the U.S. our competitive 401(k) Plan offers a generous dollarfordollar 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 taxexempt organizations 1:1 up to $5000
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 employersponsored 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 jobrelated 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 Reasonable accommodations will be determined on a casebycase 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: www.corebridgefinancial
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. 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 . Reasonable accommodations will be determined on a casebycase basis.
Applications will be accepted for this position until a satisfactory candidate pool has been identified
Functional Area:
SC Sales CommissionEstimated Travel Percentage : Up to 25Relocation Provided: NoThe Variable Annuity Life Insurance CompanyRequired Experience:
Unclear Seniority
Employment Type
Full-Time
