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Financial Advisor - Syracuse

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

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

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 - Syracuse, Corebridge Financial

Join the Corebridge Financial team as a Financial Advisor in Syracuse, NY, where we empower individuals to take action in their financial lives. At Corebridge Financial, we believe that strong partnerships and meaningful experiences can transform the way people plan for their future. As a Financial Advisor, you will have the opportunity to make a real difference by assisting clients in determining their financial paths. Your days will be filled with meeting both existing and prospective clients, crafting personalized financial plans, and utilizing cutting-edge company-provided technology to enhance your operations. We pride ourselves on offering robust marketing support to help you expand your business and connect with new clients. Collaboration is key, and you’ll work closely with your District Vice President and colleagues to learn best practices and continuously improve your skills. We value hard work and dedication, along with a desire to serve your community. Your success is our priority, which is why we provide a competitive benefits package, including immediate access to medical and dental plans, a generous 401(k) plan, and continuous support for your education and licensing needs. This is not just a job; it's a fulfilling career where you can truly make an impact. If you are self-motivated and ready to build the future you envision, we’d love you to join us at Corebridge Financial!

Frequently Asked Questions (FAQs) for Financial Advisor - Syracuse Role at Corebridge Financial
What qualifications do I need to become a Financial Advisor at Corebridge Financial?

To become a Financial Advisor at Corebridge Financial, candidates should ideally hold a high school diploma or GED, while a Bachelor's degree is preferred. Additionally, candidates should have at least two years of experience as a Financial Advisor and possess a successful track record in sales. Licensing is also essential; you will need to obtain FINRA Series 6 or 7 licenses, along with Series 63 and 65 or 66. An active state life, health & variable license is required as well. These qualifications ensure that our advisors can effectively guide clients through significant financial decisions.

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What are the main responsibilities of a Financial Advisor at Corebridge Financial?

As a Financial Advisor at Corebridge Financial, your primary responsibilities will include meeting with existing and prospective clients to create tailored financial and retirement plans. You’ll leverage the company’s advanced technology and tools to provide high-quality services. Additionally, you will develop marketing strategies using provided support, such as customized materials and email blasts, to enhance your business outreach. Collaboration with team members and ongoing professional development are also integral parts of your role.

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Does Corebridge Financial provide training and support for new Financial Advisors?

Yes, Corebridge Financial is committed to the growth of its employees. New Financial Advisors receive comprehensive training and support designed to equip them with the necessary skills and knowledge to succeed. This includes access to company-provided technology, marketing assistance, ongoing education, and compliance support. Additionally, you will work closely with your District Vice President and experienced co-workers who are eager to share best practices to help you excel.

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What benefits do Financial Advisors at Corebridge Financial receive?

Financial Advisors at Corebridge Financial enjoy a competitive benefits package that includes medical, dental, and vision insurance, alongside mental health support. Advisors also benefit from a robust 401(k) plan with a generous match. Additional offerings include an employee assistance program, charitable donation matching, volunteer time off, and a generous paid time off policy. These benefits aim to support employees' well-being both personally and professionally.

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What makes Corebridge Financial a great place to work as a Financial Advisor?

Corebridge Financial stands out as a great workplace for Financial Advisors due to its collaborative culture, focus on employee empowerment, and commitment to diversity and inclusion. By fostering an environment where unique perspectives are valued, Corebridge promotes creativity and innovation. Furthermore, the company prioritizes work-life balance and provides the necessary resources and support to help Financial Advisors build meaningful careers while positively impacting their communities.

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Common Interview Questions for Financial Advisor - Syracuse
How do you handle challenging clients as a Financial Advisor?

When faced with challenging clients, it is important to listen actively to their concerns and needs. As a Financial Advisor, I approach each situation with empathy and patience, aiming to understand their perspective. I keep communication open, providing clear explanations of financial options and decisions to build trust and ensure they feel valued. A collaborative approach not only helps in resolving issues but also strengthens the advisor-client relationship.

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What strategies do you use to build a client base?

To build a client base, I focus on networking and relationship-building within the community. I utilize marketing tools provided by Corebridge Financial, such as social media, email campaigns, and community events, to reach potential clients. I also leverage referrals from existing clients and engage in continuous learning to ensure I can offer valuable insights that meet clients' needs.

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Can you describe your experience with financial technology tools?

I have extensive experience using financial technology tools to streamline operations and enhance client interactions. I am proficient in utilizing planning software to create customized financial plans, track investment performance, and manage client relationships effectively. Staying updated with the latest trends in fintech allows me to provide clients with efficient and innovative solutions.

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How do you stay informed about changes in financial regulations?

I remain informed about changes in financial regulations by subscribing to industry newsletters, attending webinars, and participating in professional organizations. Being proactive in my education ensures that I comply with regulations and can provide the best advice to my clients, as I understand the implications of these changes on their financial decisions.

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What steps do you take to ensure client satisfaction?

Client satisfaction is a top priority for me. I ensure this by conducting regular follow-ups and maintaining open lines of communication. I actively seek feedback to understand my clients' needs, preferences, and concerns. By providing personalized services and addressing issues promptly, I create an environment where clients feel heard and valued.

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Describe a time when you successfully turned a difficult situation with a client into a positive outcome.

In my previous role, I had a client who was unhappy with their investment performance. I arranged a meeting to discuss their concerns, where I listened and acknowledged their feelings. Together, we reviewed their investment strategy, adjusted our approach based on their goals, and implemented a more diversified portfolio. Over time, this led to improved returns, and the client expressed gratitude for my commitment to their success.

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How do you prioritize your clients' needs?

I prioritize my clients' needs by assessing their financial goals and timelines. I categorize clients based on urgency and complexity, ensuring that I allocate time efficiently to address their inquiries and prepare tailored financial solutions. Regular check-ins also help me stay updated on any changes in their circumstances, allowing me to adjust my approach accordingly.

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What role do ethics play in your work as a Financial Advisor?

Ethics play an integral role in my work as a Financial Advisor. I believe in transparency and honesty in all dealings with clients. Upholding ethical standards helps me build trust and credibility, which is essential for maintaining long-term client relationships. My goal is to always act in the best interests of my clients, providing unbiased advice that they can rely on.

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How do you educate clients on financial literacy?

To educate clients on financial literacy, I simplify complex financial concepts into relatable terms and provide relevant resources. During meetings, I encourage clients to ask questions and engage in discussions to enhance their understanding. I often recommend books, articles, and workshops that align with their financial interests, ensuring they feel empowered to make informed decisions.

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Why do you want to work for Corebridge Financial?

I am drawn to Corebridge Financial because of its dedication to community impact and client-centered services. The opportunity to collaborate with like-minded individuals in a supportive and inclusive environment excites me. I admire the company's commitment to employee growth, innovation, and excellence, all of which align with my career goals and values.

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DATE POSTED
April 17, 2025

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