Wealth Financial Advisor - Slidell, LA
On-siteSlidell, Louisiana, United States
Job Summary
Manage large balanced and at-risk client accounts with a focus on asset conservation, retirement planning, and reducing surrenders. Build relationships to promote planning and attain complete work while exceeding sales expectations through referrals, prospecting, seminars, and networking. Utilize financial planning tools and Corebridge products to understand client needs and maintain compliance standards. You will report to a Divisional Vice President for coaching and collaborate with regional and national advisors. This role offers flexibility to work from home or the office, up to 25% travel, and includes a 401K with immediate vesting.
Required Qualifications
- NASD Series 7
- Series 65 or 66
- State Variable, Life & Health License
- Seven plus years of industry experience
- Bachelor's degree or equivalent related work experience
- Must not have made any political contributions that would disqualify the candidate or Corebridge Financial from conducting business under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations
- 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
- Estimated Travel Percentage (%): Up to 25%
- Relocation Provided: No
Desired Qualifications
- CFP designation strongly desired
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