Corebridge Financial Logo

Corebridge Financial

Wealth Management Advisor - Upper Peninsula of MI

Posted 5 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in MI, USA
Senior level
Remote
Hiring Remotely in MI, USA
Senior level
Provides personalized retirement and financial planning to existing and prospective clients. Builds and expands a client base through meetings, marketing support, and sales activities; uses company-provided financial planning and client management tools; collaborates with colleagues and leadership; and maintains required financial services and insurance licenses.
The summary above was generated by AI

Who We Are
At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

  • We are stronger as one: We collaborate across the enterprise, scale what works and act   decisively for our customers and partners.
  • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who You'll Work With

Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. 


About the Role

Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Licensed Wealth Management Client Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. 


Responsibilities

  • You will meet with existing and prospective clients to plan their financial future.
  • Utilize our company-provided technology and tools to improve your operation.
  • You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
  • Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

To help you get started, we offer you the resources needed to create your own success:

  • 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.

Skills and Qualifications

  • Ideally, you have 5+ years of experience working as a Financial Advisor.
  • Bachelor's degree is preferred.
  • A proven and successful sales track record.
  • You have an active FINRA Series 6 or 7 license and a Series 63 and 65 or 66.
  • You also have an active state variable life and health license.

Work Location

  • This is a remote position, traveling within the assigned territory.

Estimated Travel

  • May include up to 25% travel.

#LI-CBF

#LI-KE1

#LI-SAFG

Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:

  • 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.


Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [email protected].  Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

SC - Sales Commission

Estimated Travel Percentage (%): No Travel

Relocation Provided: No

The Variable Annuity Life Insurance Company

Similar Jobs

4 Minutes Ago
Remote or Hybrid
US
55-65 Hourly
Junior
55-65 Hourly
Junior
Big Data • Fintech • Information Technology • Insurance • Software
Gather and document business requirements, collaborate with insurance carrier stakeholders, define scope decisions, and translate requirements into technical specifications for engineering implementation. Organize complex product configuration datasets and support data-driven solutions during a six-month implementation engagement.
Top Skills: ConfluenceGoogle SheetsGristJIRATableau
9 Minutes Ago
In-Office or Remote
United States
130K-175K Annually
Expert/Leader
130K-175K Annually
Expert/Leader
Software • Hospitality
Leads distribution strategy for Hilton’s CALA region, developing channel roadmaps, identifying third-party partners, negotiating distribution contracts, and integrating channel initiatives with broader commercial strategies. Owns performance metrics, forecasting, reporting, data and channel enablement requirements, and process improvements. Requires deep expertise in OTA, bedbank, wholesale, metasearch, and digital travel distribution, along with fluency in English, Spanish, and Portuguese. The role supports senior leadership and requires travel of up to 35%.
Top Skills: Bedbank And Wholesale PlatformsChannel Tracking And Tagging SystemsMetasearch PlatformsOta Distribution Platforms
9 Minutes Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
125K-150K Annually
Mid level
125K-150K Annually
Mid level
Cloud • Healthtech • Professional Services • Software • Pharmaceutical
Drives revenue growth and strategic partnerships for elluminate SaaS and analytics solutions serving biotech and pharmaceutical clients. Responsibilities include territory strategy, pipeline development, complex deal closure, executive client engagement, proposals, contract negotiation, account expansion, market strategy, pricing, and cross-functional collaboration. Requires life sciences SaaS sales expertise, knowledge of clinical trial processes, strong commercial acumen, and experience closing large multi-year contracts.
Top Skills: Data AnalyticsElluminate Clinical Data CloudSaaSSalesforce

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account