Wealth Financial Advisor - Slidell, LA
On-siteSlidell, Louisiana, United States
Job Summary
Conserve large balanced and at-risk client accounts by building relationships to help clients plan for retirement and reduce surrenders. Promote planning, build a manageable book, and attain complete work while utilizing financial planning tools to understand client needs. Build client and asset acquisition through referrals, prospecting, seminars, and networking, and continually exceed sales expectations. Adhere to compliance standards and familiarize yourself with Corebridge Financial products and services. Work from home and/or office to create your own schedule, reporting to a Divisional Vice President for coaching and guidance. Collaborate with other Advisors in your region and nationally.
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
- No political contributions that would disqualify the candidate or Corebridge Financial under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations
- Disclosure of all U.S. political contributions made by the candidate and their household family members over the past two years
Desired Qualifications
- CFP designation
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