Job Overview
Location
Indiana, USA
Job Type
Full-time
Category
Product Management
Date Posted
March 3, 2026
Full Job Description
đź“‹ Description
- • As a Financial Advisor at Corebridge Financial Services, you will be instrumental in guiding individuals and families toward achieving their financial goals, with a particular focus on retirement planning. This role offers a unique opportunity to build a rewarding career on your own terms, providing personalized financial advice and solutions to clients within the healthcare, higher education, K-12, government, and other not-for-profit sectors.
- • You will engage directly with existing and prospective clients, conducting in-depth consultations to understand their unique financial situations, aspirations, and risk tolerance. Based on these discussions, you will develop and present tailored financial plans, encompassing retirement strategies, investment recommendations, and wealth management solutions.
- • A key aspect of this role involves leveraging Corebridge Financial's advanced, company-provided technology and planning tools. These resources are designed to enhance your operational efficiency, streamline client management, and empower you to deliver sophisticated financial analyses and projections with accuracy and confidence.
- • To support your business development efforts, you will utilize a comprehensive marketing toolkit. This includes access to direct mail campaigns, targeted email blasts, and customizable marketing collateral, all designed to help you expand your client base and reach new potential customers within your designated territory.
- • Collaboration is central to success at Corebridge. You will work closely with a supportive team of colleagues and report to your District Vice President. This collaborative environment fosters continuous learning, allowing you to share best practices, refine your sales techniques, and stay abreast of the latest financial planning methodologies and industry trends.
- • The role demands a proactive and self-motivated individual who is passionate about improving the financial well-being of others. You will be responsible for managing your schedule, cultivating client relationships, and driving business growth through a combination of proactive outreach and exceptional client service.
- • Corebridge Financial Services has a long-standing reputation for helping Americans secure their retirement for over fifty years. By joining our team, you become part of an industry-leading organization dedicated to providing essential financial planning tools and support to a vital segment of the community.
- • You will be empowered to create your own success, with the flexibility to structure your workday and build a career that aligns with your personal and professional ambitions. This autonomy, combined with robust company support, creates an environment where driven individuals can thrive.
- • The position requires a deep understanding of financial markets, investment products, and retirement planning strategies. You will need to stay current with regulatory changes and economic conditions to provide the most relevant and effective advice to your clients.
- • Success in this role is measured by your ability to build and maintain strong client relationships, achieve sales targets, and consistently deliver high-quality financial planning services that meet and exceed client expectations.
- • You will be responsible for adhering to all company policies, ethical standards, and regulatory requirements, ensuring that all client interactions and recommendations are compliant and in the best interest of the client.
- • This role is ideal for an individual who is entrepreneurial in spirit, possesses excellent communication and interpersonal skills, and is driven by a desire to make a tangible difference in the financial lives of others.
- • The opportunity to work remotely within the NE Ohio region provides significant flexibility, allowing you to serve clients effectively while maintaining a healthy work-life balance. You will be an integral part of a team committed to empowering individuals through sound financial planning.
- • You will be responsible for prospecting new clients, nurturing existing relationships, and providing ongoing financial advice and support throughout the client's financial journey.
- • The role involves continuous professional development, staying updated on new financial products, market trends, and regulatory changes to ensure the highest level of service and expertise.
- • You will be expected to meet and exceed performance metrics related to client acquisition, retention, and overall client satisfaction, contributing to the overall success of the Corebridge Financial Services team.
- • The company provides extensive training and ongoing support to ensure you have the knowledge and resources necessary to excel in this client-facing role.
- • You will be a trusted advisor, building rapport and credibility with clients by demonstrating a thorough understanding of their financial needs and offering solutions that align with their long-term objectives.
- • This position offers a compelling career path for individuals seeking to make a significant impact in the financial services industry while enjoying a high degree of autonomy and professional growth.
🎯 Requirements
- • Minimum of 2 years of experience working as a Wealth Financial Advisor.
- • A proven and successful sales track record.
- • Must have an active FINRA Series 7 license, AND a Series 63 and 65 or 66.
- • You also have an active state variable life and health license.
- • High school diploma or GED.
🏖️ Benefits
- • 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.
- • Paid Time Off (PTO) days.
- • Employee Assistance Program.
- • Matching charitable donations.
Skills & Technologies
Go
Remote
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.
