Wealth Financial Advisor - Steamboat Springs, CO

## About the Role The Wealth Financial Advisor position at Corebridge Financial is a unique opportunity for financial professionals to leverage their skills and experience in a remote setting, focusing on providing personalized retirement and financial planning to clients. Day-to-day, this role involves meeting with existing and prospective clients to understand their financial goals and develop tailored strategies to achieve them. The advisor will be part of a collaborative team that values inclusivity, accountability, and innovation, working closely with colleagues and under the guidance of a District Vice President to continually improve skills and knowledge.

The role matters because it directly impacts the financial well-being of individuals and families, helping them navigate complex financial decisions and plan for a secure future. It requires a blend of technical financial knowledge, strong communication skills, and the ability to empathize with clients' concerns and aspirations.

Corebridge Financial stands out for its commitment to making financial planning accessible and understandable, recognizing the importance of community and the role financial security plays in enhancing overall quality of life. The company's values of collaboration, accountability, learning, and inclusivity create a work environment that supports both personal and professional growth.

## What You Will Do - Meet with clients to discuss and understand their financial goals, risk tolerance, and current financial situation.

• Utilize company-provided technology and financial planning tools to analyze clients' financial situations and develop personalized plans.
• Implement marketing strategies, including mailings, email campaigns, and customized materials, to expand the client base and grow the business.
• Collaborate with colleagues and the District Vice President to share best practices, learn from others, and contribute to team success.
• Stay updated on financial markets, legislative changes, and industry trends to provide the most current and relevant advice to clients.
• Manage client relationships, providing ongoing support and adjusting financial plans as needed.
• Utilize digital skills to enhance client experience and operational efficiency.
• Participate in training and educational programs to maintain and enhance professional certifications and knowledge.
• Contribute to the development of new business strategies and ideas to continuously improve client services.
• Foster a culture of inclusivity and respect, ensuring that all interactions with clients and colleagues reflect Corebridge Financial's values.

## What We Are Looking For - High school diploma or GED; advanced degrees in finance or related fields are highly valued.

• Minimum 2 years of experience as a Financial Advisor, with a proven track record of sales success and client relationship management.
• Active FINRA Series 7 licenses and Series 63 and 65 or 66 licenses.
• Active state variable life and health license.
• Strong understanding of financial products, including investments, insurance, and retirement planning vehicles.
• Excellent communication, interpersonal, and presentation skills.
• Ability to work independently and as part of a team, with a self-motivated and results-driven approach.
• Familiarity with financial planning software and technology platforms.

## Nice to Have - Experience with digital marketing tools and strategies to enhance client engagement.

• Knowledge of regulatory requirements and industry standards for financial planning and advisory services.
• Participation in professional organizations or networking groups related to finance and financial planning.
• Bilingual or multilingual skills, enabling the advisor to serve a diverse client base.

## Benefits and Perks - Competitive benefits package, including medical, dental, vision, life insurance, and a 401(k) plan with company match.

• Company-provided technology and tools, as well as assistance and support for their use.
• Paid licensing fees, continuing education support, and compliance assistance to maintain professional certifications.
• Opportunity for professional growth and advancement within a dynamic and supportive team environment.
• Flexibility to create a personalized schedule, balancing work and personal life effectively.
• Access to a wide range of training and development programs to enhance skills and knowledge.
• Recognition and reward for outstanding performance, contributing to a motivating and inclusive work culture.

- Research and understand Corebridge Financial's values and mission to align your application and interview responses with the company culture.

• Ensure your FINRA licenses and state variable life and health license are active and in good standing before applying.
• Develop a strong understanding of digital financial planning tools and technology to enhance your application and performance in the role.
• Prepare examples of successful client relationships and financial plans you've developed in previous roles to demonstrate your expertise.
• Consider obtaining additional certifications, such as the CFP (Certified Financial Planner), to boost your candidacy and career prospects.
• Be prepared to discuss your approach to ongoing education and professional development in the rapidly evolving financial planning industry.
• If possible, build a personal portfolio or examples of your work to showcase during the interview process, highlighting your ability to provide personalized financial planning experiences.