Corebridge Financial · 5 months ago
Financial Wealth Advisor - Phoenix, AZ
AZ-Phoenix
Full-time
Hybrid
Senior Level
7+ years expCorebridge Financial is an industry-leading provider of financial planning tools for various community members. The Wealth Management Advisor will focus on conserving large client accounts, building relationships to assist clients in planning for retirement, and promoting asset conservation.
Financial ServicesInsuranceLife Insurance
Responsibilities
Build client and asset acquisition through referrals, prospecting, seminars, and networking
Utilize financial planning tools to better understand clients’ needs
Continually exceed sales expectations
Familiarization with Corebridge Financial products and services, along with a competitive broker dealer product shelf
Adhere to compliance standards
Qualification
Required
NASD Series 7
Series 65 or 66
State Variable, Life & Health License
Seven plus years of industry experience
CFP designation strongly desired
Bachelor's degree or equivalent related work experience
Benefits
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Company
Corebridge Financial
Corebridge Financial is a providers of retirement solutions and insurance products. It is a sub-organization of AIG.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$10.25BKey Investors
Nippon Life Insurance Company of Japan
2025-11-04Post Ipo Secondary· $1B
2025-08-06Post Ipo Secondary· $1B
2024-11-07Post Ipo Secondary· $936M
Leadership Team
Alan Colberg
Lead Independent Director and Chair Nominating and Corporate Governance Committee
Ryan Vickerman
Digital Creative Director
Recent News
2026-01-07
2025-12-02
Company data provided by crunchbase