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Financial Wealth Advisor - Phoenix, AZ
Financial Wealth Advisor - Phoenix, AZThe Variable Annuity Life Insurance Company • Phoenix, AZ, US
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Financial Wealth Advisor - Phoenix, AZ

Financial Wealth Advisor - Phoenix, AZ

The Variable Annuity Life Insurance Company • Phoenix, AZ, US
16 hours ago
Job type
  • Full-time
Job description

Financial Wealth Advisor - Phoenix, AZ page is loaded

Financial Wealth Advisor - Phoenix, AZ

Apply locations AZ-Phoenix time type Full time posted on Posted Yesterday job requisition id JR2501393

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 actdecisively 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.

Job Description :

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
  • LI-CBF

    CH1

    LI-SAFG

    This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. 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.

    Why Corebridge?

    At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

    Benefit Offerings Include :

  • Health and Wellness : We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings : We offer retirement benefits options, which vary by location.In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program : Confidential counseling services and resources are available to all employees.
  • Matching charitable donations : Corebridge matches donations to tax-exempt organizations 1 : 1, up to $5,000.
  • Volunteer Time Off : Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off : Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
  • Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

    We are an Equal Opportunity Employer

    Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building 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 colleagues are respected as individuals and valued for their unique perspectives.

    Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.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 TalentandInclusion@corebridgefinancial.com .Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

    We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

    To learn more please visit : www.corebridgefinancial.com

    Functional Area :

    SC - Sales CommissionEstimated Travel Percentage (%) : Up to 25%Relocation Provided : NoThe Variable Annuity Life Insurance Company

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    Financial Advisor Wealth • Phoenix, AZ, US

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