Retirement Account Advisor

CoreBridge Financial Services

Not specified; competitive pyy; generous benefits ...
Not specified (likely hybrid or flexible based on industry norms)
Engage clients conversationally
Provide investment guidance
Assist with retirement goals
Corebridge Financial Services is seeking a Retirement Account Advisor, specifically a Retirement Specialist in Training, to engage clients in financial guidance and education. The role offers extensive training, a focus on professional growth, and a commitment to diversity and inclusion within the workplace

Job Summary

  • Corebridge Financial is one of the largest providers of retirement solutions and insurance products in the United States.
  • The role involves engaging 401k and 403b participants to educate them on current investment and retirement planning strategies.
  • Employees receive a generous benefits package including 24 PTO days, 9 paid holidays, and a 401(k) match up to 6% plus an automatic 3% contribution.

Matching Summary

Match Score: 85

Corebridge Financial Services is seeking a Retirement Account Advisor, specifically a Retirement Specialist in Training, to engage clients in financial guidance and education. The role offers extensive training, a focus on professional growth, and a commitment to diversity and inclusion within the workplace.

Salary

Not specified; Competitive pay; Generous benefits plan

Skills & Requirements

Must-have

  • Engage clients conversationally
  • Provide investment guidance
  • Assist with retirement goals

Nice-to-have

  • Drive for accomplishment
  • Complex problem-solving skills
  • Desire for professional growth

Key Requirements

  • Bachelor's Degree or 2+ years relevant experience
  • Obtain FINRA SIE, Series 7 & 66 licenses within 120 days
  • Obtain State Variable Life & Health licenses within 120 days

Work Rights

Not specified

Tailored Resume

Cover Letter