Job Overview
Location
Remote-CA
Job Type
Full-time
Category
Product Management
Date Posted
May 15, 2026
Full Job Description
đź“‹ Description
- • Meet with existing and prospective clients to develop personalized retirement and financial planning strategies tailored to their goals and needs.
- • Utilize company-provided technology and financial planning tools to enhance client interactions, streamline operations, and improve service delivery.
- • Leverage company-supported marketing resources including mailings, email blasts, and customized flyers to identify and attract new clients within the community.
- • Collaborate with co-workers and District Vice Presidents to share best practices, expand knowledge of financial products, and refine advisory techniques.
- • Maintain compliance with all federal and state regulatory requirements governing financial advising, including ongoing adherence to pay-to-play rules under SEC Rule 206(4)-5.
- • Manage all aspects of client relationships, from initial consultation through ongoing financial planning and periodic reviews.
- • Prepare and present comprehensive financial plans covering retirement income, investment strategies, tax planning, estate considerations, and insurance needs.
- • Ensure all client interactions and documentation meet internal compliance standards and industry regulatory guidelines.
- • Actively pursue and maintain active FINRA Series 7, Series 63, and Series 65 or 66 licenses, as well as state variable life and health insurance licenses.
- • Travel up to 25% of the time to meet clients, attend community events, or participate in training and team meetings.
- • Operate independently in a remote environment while remaining accountable to performance expectations and company standards.
- • Use provided company equipment and helpdesk support to ensure seamless access to client management systems and financial planning platforms.
- • Engage in continuing education and compliance training as required and paid for by the company to maintain licensure and enhance professional development.
- • Build and sustain a sustainable client base through ethical sales practices and a focus on long-term client success rather than short-term transactions.
- • Participate in company-sponsored wellness and community initiatives, including volunteer opportunities and charitable donation matching programs.
🎯 Requirements
- • High school diploma or GED
- • Active FINRA Series 7 license
- • Active Series 63 and Series 65 or 66 license
- • Active state variable life and health insurance license
- • Minimum 2+ years of experience as a Financial Advisor
- • Proven and successful sales track record
🏖️ Benefits
- • Competitive 401(k) plan with immediate dollar-for-dollar company match up to 6% of eligible pay plus a 3% company contribution (vesting immediate)
- • Immediate access to medical, dental, and vision insurance plans
- • Company-paid E&O insurance, licensing fees, continuing education, and compliance support
- • 24 paid time off (PTO) days annually
- • Matching charitable donations up to $5,000 per year at 1:1 ratio
- • 16 annual volunteer time off hours to support community service
Skills & Technologies
About Corebridge Financial, Inc.
Corebridge Financial, Inc. is a U.S. retirement services and life insurance company headquartered in Houston, Texas. Formed in 2022 via American International Group's (AIG) separation of its Life & Retirement business, it offers individual annuities, group retirement plans, mutual funds, and life insurance products. The company serves retail and institutional customers through independent distribution partners and affiliated advisors, managing approximately $300 billion in assets under management and administration as of 2023.
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