Financial Planning Specialist
3 weeks ago
About the Role:
We are seeking a highly skilled Financial Advisor to join our team at Corebridge Financial. As a Financial Advisor, you will play a critical role in helping plan sponsors and employees make informed decisions about their retirement savings plans.
Key Responsibilities:
- Conduct individual and group presentations to improve awareness of plan features and grow plan assets.
- Participate in benefit fairs and new employee orientations to educate employees about plan participation.
- Assist in the annual plan review and financial education planning process.
- Meet with participants and eligible employees to educate them about plan participation.
Requirements:
- High school diploma or GED required; Bachelor's Degree preferred.
- Series 7, Series 66 preferred and appropriate state insurance licenses required.
- CFP, ChFC or similar designations desirable.
- Excellent presentation skills required.
What We Offer:
- This is a salary-paid position with bonus potential.
- Competitive benefits package with immediate access to medical, dental, vision, life insurance, and 401(k) plan with match.
- Company-provided technology, including equipment, helpdesk assistance, client management, and financial planning tools.
- Company-paid E&O, licensing fees, continuing education, and compliance support.
About Corebridge Financial:
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 are committed to providing equal opportunities to all qualified individuals and believe that diversity and inclusion are critical to our future and mission.
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