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Financial Advisor - Buffalo

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 we are

Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
 

We’re passionate about excellence.

Corebridge Financial is 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 do, and we believe you will too.
 

We provide the book of business. You build the possibilities.

Are you hardworking and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial. We are searching for a Financial 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.
 

What you’ll do as a Financial Advisor:

  • Meet with existing and prospective clients to plan their financial future.
  • Utilize our company-provided technology and tools to improve your operation.
  • Marketing support in the form of mailings, email blasts, and customized marketing materials to expand your business and reach new customers.
  • Collaborate with co-workers and your District Vice President to learn new skills and standard methodologies.
     

To help you get started, we offer the resources needed to build 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
     

What we are looking for

We love hardworking people but more than that, we seek out detailed and self-motivated co-workers who want to build a career and improve the lives of our clients.

  • High school diploma or GED, Bachelor's degree preferred
  • Two plus years of experience working as a Financial Advisor
  • A successful sales track record
  • FINRA Series 6 or 7 licenses and a Series 63 and 65 or 66
  • Active state life, health & variable license
     

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At COREBRIDGE FINANCIAL, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for 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 people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

COREBRIDGE FINANCIAL is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. 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 TalentandInclusion@corebridgefinancial.com.  Reasonable accommodations will be determined on a case-by-case basis.

#LI-SAFG #LI-LR1

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Applications will be accepted for this position until a satisfactory candidate pool has been identified.

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 TalentandInclusion@corebridgefinancial.com.  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

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  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 TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Applications will be accepted for this position until a satisfactory candidate pool has been identified 

Functional Area:

SC - Sales Commission

Estimated Travel Percentage (%): Up to 50%

Relocation Provided: No

The Variable Annuity Life Insurance Company

Average salary estimate

$75000 / YEARLY (est.)
min
max
$60000K
$90000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Financial Advisor - Buffalo, Corebridge Financial

At Corebridge Financial, we're on the lookout for a passionate Financial Advisor to join our Buffalo, NY team! If you're someone who enjoys helping others understand and take charge of their financial futures, this role is tailor-made for you. As a Financial Advisor, you'll have the unique opportunity to meet with clients—both existing and prospective—to craft personalized financial plans that align with their goals. We provide you with an impressive array of tools and technology to enhance your work experience, ensuring you're set up for success from day one. Our marketing team is also on standby, ready to support you with resources to help you grow your business and reach new customers effortlessly. You'll collaborate closely with your co-workers and District Vice President, all while having the freedom to create your own schedule and truly build your career on your own terms. At Corebridge Financial, we believe that the work you put in should come with rewards, which is why we offer competitive benefits, including a robust 401(k) plan with company matching, comprehensive health benefits, and ongoing training to keep you sharp in your field. So if you're a self-motivated, dedicated individual keen on making a difference in people's lives while advancing your own career, Corebridge Financial is the perfect place for you!

Frequently Asked Questions (FAQs) for Financial Advisor - Buffalo Role at Corebridge Financial
What qualifications do I need to apply for the Financial Advisor position at Corebridge Financial?

To be considered for the Financial Advisor role at Corebridge Financial, candidates should ideally hold a high school diploma or GED, with a bachelor's degree preferred. Additionally, you will need at least two years of experience as a Financial Advisor, a successful track record in sales, and required licenses including FINRA Series 6 or 7, along with Series 63, 65, or 66. An active state life, health, and variable license is also essential.

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What does a typical day look like for a Financial Advisor at Corebridge Financial?

A typical day for a Financial Advisor at Corebridge Financial involves meeting with clients to develop tailored financial strategies and retirement plans. You'll utilize provided technology for client management and financial planning, as well as take advantage of our marketing support to expand your reach. Collaborating with colleagues and attending training sessions to hone your skills adds value to your day, making it dynamic and engaging!

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How does Corebridge Financial support its Financial Advisors in their careers?

Corebridge Financial supports its Financial Advisors through various resources, including comprehensive training programs and company-provided technology that assists in client management and financial planning. Additionally, we provide robust marketing support, a competitive benefits package, and a collaborative work environment that encourages continuous growth and learning.

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What opportunities for advancement exist for Financial Advisors at Corebridge Financial?

Financial Advisors at Corebridge Financial have numerous opportunities for advancement. With the right performance and dedication, one can progress to senior advisory roles or explore areas of management. The company's culture emphasizes collaboration and personal development, meaning that committed individuals can shape their own career paths and unlock new opportunities.

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What kind of clients will I be working with as a Financial Advisor at Corebridge Financial?

As a Financial Advisor with Corebridge Financial, you'll have the pleasure of working with a diverse client base, including individuals from healthcare, educational institutions, government employees, and various not-for-profits. This variety allows for enriching experiences as you help different clients navigate their financial challenges and goals.

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Common Interview Questions for Financial Advisor - Buffalo
How would you approach developing a financial plan for a new client?

When developing a financial plan for a new client, it is crucial to first understand their financial situation, goals, and any specific challenges they may face. I would conduct a thorough needs assessment through conversations to gather vital information, then analyze their current financial status. Based on that, I would design a tailored plan including investment strategies, retirement goals, and any necessary insurance products to ensure they are on track to achieve their objectives.

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What strategies do you use to generate leads as a Financial Advisor?

To generate leads as a Financial Advisor, I rely on a mix of relationship building and marketing strategies. Networking within my community, utilizing social media, and engaging in local events are essential. Additionally, I take advantage of marketing support provided by my company, such as customized materials and email campaigns, to reach more potential clients effectively.

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Can you provide an example of how you improved a client's financial situation?

Absolutely! I once worked with a client who was struggling with high student loan debt. Through detailed analysis, I was able to create a financial plan that not only included debt repayment strategies but also integrated savings goals for retirement. By restructuring their budget and recommending specific financial products, we improved their overall financial health and reduced their anxiety about future expenses.

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How do you stay updated on industry changes and regulations?

Staying updated on industry changes and regulations is critical. I regularly attend industry conferences, participate in continuing education courses, and subscribe to leading financial publications. Additionally, I am active in professional organizations, which provide insights and updates on regulatory changes that could affect my clients and my advisory strategies.

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What is your experience with financial planning software?

I am experienced with several financial planning software tools, which I use to enhance client engagement and streamline planning processes. These tools help me model different financial scenarios and provide clients with detailed projections. My proficiency with technology not only increases efficiency but also helps clients understand their financial trajectories better.

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How do you handle difficult conversations with clients, especially regarding financial setbacks?

Difficult conversations are a part of this role. My approach is to remain empathetic but factual. I always prioritize honest communication. For instance, if a client faces financial setbacks, I address their concerns openly, outline potential solutions, and reassure them that together, we can navigate these challenges and get back on track.

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What motivates you to be a Financial Advisor?

My motivation stems from my passion for helping others and making a tangible difference in their lives. I find fulfillment in guiding clients toward financial security, educating them on their options, and watching them achieve their goals. Each success reinforces my commitment to this profession.

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How do you prioritize your workload as a Financial Advisor?

Prioritizing my workload involves carefully managing my calendar and focusing on high-impact tasks first. I segment my tasks into urgent and important categories, ensuring that I allocate my time effectively between client meetings, administrative duties, and continuing education. This structured approach allows me to provide optimal service without feeling overwhelmed.

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What techniques do you use to build trust with new clients?

Building trust with new clients involves transparency, active listening, and showing genuine interest in their financial wellbeing. I make it a priority to create a comfortable environment during our first meeting, ensuring they feel heard and understood. Sharing relevant experiences and demonstrating my expertise in financial strategies also helps build a rapport.

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What do you consider to be the most important qualities of a successful Financial Advisor?

A successful Financial Advisor should possess strong interpersonal skills, integrity, and ongoing commitment to professional development. It's essential to be able to communicate complex financial principles clearly and build lasting relationships with clients. Additionally, adaptability and strategic thinking play crucial roles in responding to individual client needs and market shifts.

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DATE POSTED
April 13, 2025

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