Financial Planning Specialist

4 days ago


Boca Raton, Florida, United States Corebridge Financial Full time

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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