Wealth Financial Advisor - Tampa FL
Wealth Financial Advisor - Tampa FL
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Job Description
Wealth Management Financial Advisor
Corebridge Financial helps people make some of the most meaningful decisions theyre ever going to make. We help them plan and take action to protect the future they envision and respond to some of lifes most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance retirement and institutional products offered through an extensive multichannel distribution network. We provide solutions for a brighter future through our client centered service breadth of product expertise deep distribution relationships and outstanding team of hardworking and passionate employees.
Were passionate about excellence.
Corebridge Financial is an industryleading provider of financial planning tools for community members who work in healthcare higher education K12 government and other notforprofit institutions. We love what we do and we believe you will too.
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
#LICBF
#CH1
#LISAFG
We are an Equal Opportunity Employer
Corebridge Financial Inc. its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race color religion age gender gender expression national origin veteran status disability or any other legally protected categories such as sexual orientation. At Corebridge Financial we believe that diversity and inclusion are critical to our future and our mission creating a foundation for 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 people are not only respected as individuals but also truly valued for their unique perspectives.
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.
Functional Area:
SC Sales CommissionEstimated Travel Percentage : Up to 25Relocation Provided: NoThe Variable Annuity Life Insurance CompanyRequired Experience:
Unclear Seniority
Employment Type
Full-Time
