Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Financial Advisor - Roseville, CA

Corebridge Financial

Financial Advisor

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.

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 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.

Responsibilities

  • Meet with existing and prospective clients to plan their financial future.
  • Utilize our company-provided technology and tools to improve your operation.
  • 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

  • High school diploma or GED
  • Ideally, you have 2+ years of experience working as a Financial Advisor.
  • A proven and successful sales track record.
  • You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
  • You also have an active state variable life and health license.

Work Location

  • This position is currently designated as remote.

Estimated Travel

  • May include up to 25% travel.

The anticipated salary range for this position is based on commission and will be paid based upon the applicable commission schedule in place for the role. Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below.

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.

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.

  • 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, 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 View email address on click.appcast.io 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.

Corebridge Financial
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Financial Advisor - Roseville, CA in Roseville, CA vacancy
  • $63.26k - $70.28k

     ...accommodation or an alternative application process. Personal Banker - Roseville, CA Regular Full-Time Roseville, CA, US 4 days ago Requisition...  .... Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has... 
    Suggested
    Full time
    Temporary work
    Local area
    Immediate start

    Firefighters First Credit Union

    Roseville, CA
    1 day ago
  • Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions...  ..., you have 2+ years of experience working as a Financial Advisor.* A proven and successful sales track record.* You have an... 
    Suggested
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial, Inc.

    Roseville, CA
    8 hours ago
  • $35.05 - $42.83 per hour

     ...Client Relationship Consultant 5 (Banker) - Roseville, CA (Sign-On Bonus $2000.00)Applylocations:...  ...we serve to make better and smarter financial decisions and enabling the communities...  ...representatives in partnership with wealth management teams. No direct investment... 
    Suggested
    Temporary work
    Local area
    Relocation package

    U.S. Bank

    Roseville, CA
    17 hours ago
  • Join to apply for the Financial Representative (SACRAMENTO, CA) role at The Western and Southern Life Insurance Company 2 weeks ago Be among the first 25 applicants Join to apply for the Financial Representative (SACRAMENTO, CA) role at The Western and Southern Life Insurance... 
    Suggested
    Full time

    The Western and Southern Life Insurance Company

    Citrus Heights, CA
    17 hours ago
  • WestPac Wealth Partners is seeking a full-time Financial Advisor in Roseville, CA. This role involves assisting clients with tailored financial strategies encompassing financial planning, retirement planning, and investment management. Responsibilities include providing... 
    Suggested
    Full time

    WestPac Wealth Partners

    Roseville, CA
    17 hours ago
  •  ...for the Senior Home Lending Advisor, Sacramento, CA role at JPMorganChase 2...  ...marketing and promoting the financial products offered by Chase....  ...Local Financial Advisor at Roseville, CA location Sacramento, CA...  ....00 1 week ago J.P. Morgan Wealth Management - Private Client... 
    Full time
    Work experience placement
    Internship
    Local area
    Immediate start
    Relocation

    JPMorganChase

    Antelope, CA
    17 hours ago
  • $81.27k - $121.91k

    Trending Job Description Adventist Health Roseville is looking for Sr. Financial Analyst for Full-Time, Day Shift. We are looking for great individual who can work onsite to our location in Roseville, CA We are seeking a detail-oriented and solution-driven Financial Analyst... 
    Full time
    Work experience placement
    Work at office
    Shift work
    Day shift

    Adventist Health

    Roseville, CA
    2 days ago
  • Financial Advisor 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... 
    Local area
    Immediate start
    Remote work

    Corebridge Financial

    Roseville, CA
    3 days ago
  • WestPac Wealth Partners is dedicated to helping clients achieve financial independence and create a clear path toward their financial goals. By focusing...  ...This is a full-time, on-site Financial Advisor role located in Roseville, CA. The Financial Advisor will assist... 
    Full time

    WestPac Wealth Partners

    Roseville, CA
    17 hours ago
  • $17.05 - $20.41 per hour

     ...feel the Affinity Plus difference. Position Overview A Member Advisor interacts with our members through our lobby, drive‑thru, phone...  ...department/team and organization. This position will be based at our Roseville, MN branch. Compensation This position has a starting pay... 
    Hourly pay
    Immediate start
    Remote work
    Monday to Friday
    Shift work

    Affinity Plus

    Roseville, CA
    17 hours ago
  • $150k - $165k

    Mohr Talent is seeking a Lead Financial Advisor in Roseville, California. This role involves managing high-net-worth clients, delivering strategic financial guidance, and ensuring compliance. The ideal candidate should have over 10 years of experience, Series 65 certification... 

    Mohr Talent

    Roseville, CA
    4 days ago
  • $18.89 - $22.64 per hour

    A financial services provider is looking for a Member Consultant in Roseville, CA. This position involves interacting with members through various channels and assisting them with lending and account products. Candidates should have customer service experience and a background... 
    Hourly pay

    Affinity Plus

    Roseville, CA
    2 days ago
  • $41.71k - $50.5k

    Bank of Montreal is seeking a part-time associate in Roseville, CA, to deliver exceptional service and assist customers with financial solutions. This role requires 1-2 years of relevant experience and involves identifying customer needs, providing financial advice, and... 
    Part time

    Bank of Montreal

    Roseville, CA
    4 days ago
  • $150k - $165k

    A growing financial services firm is seeking a Lead Financial Advisor in Roseville, CA to manage client relationships and provide strategic financial guidance to high-net-worth individuals. Candidates should have over 10 years of experience and relevant certifications,... 

    MOHR Talent

    Roseville, CA
    2 days ago
  • A healthcare organization in Roseville, CA, is seeking a Sr. Financial Analyst for a full-time day shift position. The ideal candidate will support financial planning functions including budgeting, forecasting, and capital planning. Responsibilities also include preparing... 
    Full time
    Day shift

    Adventist Health

    Roseville, CA
    2 days ago
  • $18 - $25 per hour

     ...inquiries in a timely manner.Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions...  ...onsite at posted location(s).2998 Douglas Blvd Suite 100 Roseville CA 95661Our Benefits:We are proud to offer a competitive total... 
    Immediate start

    Columbia Banking System

    Roseville, CA
    1 day ago
  • Firefighters First Credit Union in Roseville, CA, is looking for a Personal Banker to establish relationships and provide exemplary service. You will assist members with financial products and transactions to fulfill their financial needs. The ideal candidate has at least... 

    Firefighters First Credit Union

    Roseville, CA
    17 hours ago
  • $25 - $27.88 per hour

     ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do...  ...of America) Hours Per Week: 40 Pay Transparency details US - CA - Roseville - 2221 Douglas Blvd - ROSEVILLE MAIN BC (CA2113), US - CA - Roseville... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Roseville, CA
    4 days ago
  • $58k - $72k

    A financial wellness company is seeking an Associate Financial Wellness Specialist in Roseville, CA. This hybrid role involves delivering dynamic financial presentations that engage and activate audiences. The ideal candidate has experience in presenting and a strong foundation... 

    My Secure Advantage®

    Roseville, CA
    1 day ago
  • Qualifications Graduate of Bachelor’s degree in Accountancy; Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA); Must have at least 3 consecutive years of experience as... 
    Work at office

    Regal Executive Search

    Roseville, CA
    3 days ago
  • $25 - $27 per hour

     ...goals with employees' personal values. Position Purpose Responsible for helping members with their banking needs and achievement of financial well-being. Demonstrates expertise in financial services, providing consistently great service, and acts as a knowledgeable... 
    Hourly pay
    Remote work
    Flexible hours

    SAFE Credit Union

    Roseville, CA
    17 hours ago
  • $80k - $120k

    Join to apply for the Financial Advisor — Career Transition Program role at MassMutual Northern...  ...Walnut Creek | San Jose | San Mateo | Roseville (Hybrid) What You’ll Be Doing Building...  ...,000 to $120,000 per year #J-18808-Ljbffr Golden Summit Wealth & Insurance Solutions

    Golden Summit Wealth & Insurance Solutions

    Roseville, CA
    3 days ago
  • $61k - $250k

    Northwestern Mutual is seeking financial advisors in Roseville, California, offering a unique opportunity to build your own business and help clients with financial planning. This role includes client building, creating personalized financial plans, and ongoing support... 

    UNAVAILABLE

    Roseville, CA
    1 day ago
  • $150k - $165k

    Overview Rocklin, CA $150,000 - $165,000 Base A growing financial services firm is seeking a Lead Financial Advisor to take ownership of client relationships and deliver strategic financial guidance to high-net-worth individuals and families. Responsibilities Lead comprehensive... 
    Local area

    MOHR Talent

    Roseville, CA
    2 days ago
  •  ...calculations, prepares and/or updates the financial reports (trial balance, income statement,...  ...(CPA) or Chartered Accountant (CA); ? Preferably with at least 1 year of experience...  ...Explore job opportunities in the vibrant Roseville, California area! Nestled in the heart of... 
    Work at office
    Immediate start

    Regal Executive Search

    Roseville, CA
    3 days ago
  • $125k - $150k

     ...of loans in their portfolio by collecting/reviewing required financial information and frequent customer interaction and is responsible...  .... Salary range of $125,000 - $150,000. Job Location Roseville, CA. Work Environment Office environment requires sitting and/or... 
    Work experience placement
    Work at office
    Remote work

    River Valley Community Bank

    Roseville, CA
    4 days ago
  • River Valley Community Bank is seeking a Commercial Loan Officer III in Roseville, CA. This role involves analyzing, structuring, and underwriting a variety of business and individual loans, collaborating closely with team members to deliver tailored credit solutions. The... 

    River Valley Community Bank

    Roseville, CA
    4 days ago
  • $22 - $23 per hour

     ...begin at the Interim Branch of Assignment in Roseville. The selected candidate must be flexible...  ...— 121 North Sunrise Ave., Roseville, CA 95661 North Market Branch Locations:...  ...professional expert by offering optimal financial solutions to members to help build their... 
    Hourly pay
    Interim role
    Remote work
    Flexible hours

    SAFE Credit Union

    Roseville, CA
    2 days ago
  • $22 - $23 per hour

     ...at the Interim Branch of Assignment in Roseville . The selected candidate must be flexible...  ...Branch - 121 North Sunrise Ave., Roseville, CA 95661 North Market Branch Locations:...  ...professional expert by offering optimal financial solutions to members to help build their... 
    Hourly pay
    Interim role
    Remote work
    Flexible hours

    SAFE Credit Union

    Roseville, CA
    2 days ago
  • $24 per hour

     ...Location Requirement: Must reside in CA, AZ, TX, OR, FL, or GA About the Role...  ...customer service environment ~ Experience in financial services, consumer lending, mortgage,...  ...a Contract to Hire position based out of Roseville, CA. Pay and Benefits The pay range for... 
    Contract work
    Temporary work
    For contractors
    Summer work
    Work at office
    Remote work
    Home office
    Monday to Friday
    Flexible hours
    Weekend work
    Afternoon shift

    TEKsystems

    Roseville, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Financial Advisor - Roseville, CA. Be the first to apply!