Wealth Financial Advisor - Berkley Heights, NJ

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 act   decisively 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

Wealth Management Financial Advisor

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-SAFG #LI-LR1

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.<