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Corebridge Financial

Provides retirement solutions and life insurance.

Wealth Management Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeBaltimore, MD, USA

About the Job

Requirements

  • Hold a NASD Series 7 license.
  • Hold a Series 65 or Series 66 license.
  • Hold a state variable, life, and health license.
  • Have seven or more years of industry experience.
  • Have a bachelor's degree or equivalent related work experience.
  • Avoid political contributions that would disqualify the candidate or Corebridge Financial under applicable pay-to-play rules, and disclose U.S. political contributions made by the candidate and household family members over the prior two years if selected to proceed.

Responsibilities

  • Conserve large balanced and at-risk client accounts and reduce client surrenders through retirement planning and relationship building.
  • Promote planning, conserve assets, and attain complete work.
  • Build client and asset acquisition through referrals, prospecting, seminars, and networking.
  • Use financial planning tools to understand clients' needs.
  • Meet or exceed sales expectations.
  • Become familiar with Corebridge Financial products and services and the competitive broker-dealer product shelf.
  • Adhere to compliance standards.

Desired Qualifications

  • A Certified Financial Planner (CFP) designation is strongly desired.

About the Company

Corebridge Financial

Provides retirement solutions and life insurance.

Corebridge Financial provides retirement solutions and life insurance in the United States through its wholly owned subsidiaries, serving individuals and institutions via financial professionals. Its offerings cover four areas—Individual Retirement, Retirement Services, Life Insurance, and Institutional Markets—accessible through advisors and plan administrators and including retirement accounts, plan services, life policies, and institutional products. The breadth of its four-line portfolio and its established partner network help coordinate both personal and institutional needs. Its goal is to help people take action in their financial lives today and tomorrow while managing risk and pursuing growth for clients and stakeholders.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Crockett, TX
Founded
1957

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