Financial Wealth Advisor - Phoenix, AZ

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Financial Wealth Advisor - Phoenix, AZApply locations AZ-Phoenix time type Full time posted on Posted Yesterday job requisition

Who 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.

Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s 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.

We’re passionate about excellence.

Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too.

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.

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 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, 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

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