Financial Wealth Advisor - Houston Tx

Corebridge Financial Services

Houston, Texas, US
Not specified; benefits: 401(k) match up to 9% (6%...
Fully remote
Seven plus years of industry experience
Nasd series 7 license required
Series 65 or 66 license required
The Wealth Management Advisor's dual purpose is the conservation of large balanced and at-risk client accounts while building relationships for retirement planning

Job Summary

  • The Wealth Management Advisor's dual purpose is the conservation of large balanced and at-risk client accounts while building relationships for retirement planning.
  • Candidates will be provided with an existing book of business, lead generation ecosystems, and access to advanced financial planning tools like Salesforce CRM and eMoney.
  • The role offers comprehensive benefits including immediate vesting 401(k) matching up to 9%, 24 PTO days, and a flexible hybrid work schedule.

Matching Summary

The Wealth Management Advisor's dual purpose is the conservation of large balanced and at-risk client accounts while building relationships for retirement planning.

Salary

Not specified; Benefits: 401(k) match up to 9% (6% dollar-for-dollar + 3%); Not specified

Skills & Requirements

Must-have

  • Seven plus years of industry experience
  • NASD Series 7 license required
  • Series 65 or 66 license required
  • State Variable Life & Health License
  • Existing book of business provided

Nice-to-have

  • CFP designation strongly desired
  • Bachelor's degree in related field
  • Strong networking and prospecting skills
  • Commitment to inclusive culture
  • Ability to work from home or office

Key Requirements

  • Seven plus years of industry experience
  • NASD Series 7 license
  • Series 65 or 66 license
  • State Variable Life & Health License
  • No disqualifying political contributions under SEC Rule 206(4)-5

Work Rights

Not specified

Tailored Resume

Cover Letter