Retirement Account Advisor

Corebridge Financial Services

Houston, TX, United States
Client engagement and education
Investment and retirement planning
Account management and follow-through
Corebridge Financial makes it possible for more people to take action in their financial lives, offering a diverse and inclusive workplace

Job Summary

  • Corebridge Financial makes it possible for more people to take action in their financial lives, offering a diverse and inclusive workplace.
  • As a Retirement Specialist in Training, you will engage clients conversationally to provide guidance and education on their investment plans, assisting them in meeting their financial goals.
  • Corebridge offers paid, industry-leading training programs, a generous benefits plan including 24 PTO days and a competitive 401(k) match, and a career progression program for professional development.

Matching Summary

Corebridge Financial makes it possible for more people to take action in their financial lives, offering a diverse and inclusive workplace.

Skills & Requirements

Must-have

  • client engagement and education
  • investment and retirement planning
  • account management and follow-through
  • team collaboration and communication
  • identifying financial planning opportunities

Nice-to-have

  • building trusted relationships
  • drive for accomplishment
  • interest in financial services
  • desire to grow professionally
  • complex problem-solving skills

Key Requirements

  • Bachelor's Degree or 2+ years relevant experience
  • Obtain FINRA SIE, Series 7 & 66 licenses
  • Obtain State Variable Life & Health licenses
  • Ability to work within a team environment
  • Excellent relationship building skills

Work Rights

Not specified

Tailored Resume

Cover Letter