Corebridge Financial is one of the nation’s largest providers of retirement planning solutions and insurance products. Formerly known as AIG Life & Retirement
Financial Advisor - Fresno, CA
Location
California
Posted
89 days ago
Salary
0
Seniority
Senior
Job Description
Financial Advisor - Fresno, CA
Corebridge Financial
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 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 - 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 - 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. 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. 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 Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Senior e-Invoicing Consultant
JobgetherWe use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Solution Consultant - REMOTE. In this role, you will make significant contributions by helping global businesses adopt and comply with e-invoicing standards. Your expertise will guide organizations in navigating various mandates while optimizing their financial workflows. You will engage with both sales and strategic partners to deliver tailored solutions, driving efficiency and compliance in financial processes. This opportunity allows you to leverage your experience and have a tangible impact on a global scale, influencing how companies address modern business challenges. - Collaborate with sales and partners to generate new business revenues - Understand client challenges and technical requirements to qualify opportunities - Utilize knowledge of e-invoicing services to build compelling business cases - Demonstrate solution capabilities and benefits to potential customers - Respond to functional questions in Requests for Proposals (RFI/Ps) - Enhance and maintain the RFP repository - Act as a technical resource for sales and partner teams - Collect and provide feedback to assist product development - Develop training materials for various stakeholders Qualifications - 7+ years of pre-sales experience or equivalent - In-depth knowledge of e-invoicing and relevant data formats - Experience with Order-to-Cash and Purchase-to-Pay processes - Technical background in SaaS and B2B solutions - Strong client-facing communication skills - Familiarity with European e-invoice mandates, including ViDA - Proficient understanding of connectivity and data formats - Experience with Pagero Online or similar services Benefits - Flexible work arrangements with options to work from anywhere - Culture of continuous learning and professional growth - Comprehensive benefit plans including flexible vacation options - Access to mental health resources and wellness programs - Opportunities for community involvement through volunteer days - Inclusive and award-winning workplace culture
Senior Director of Finance
JobgetherWe use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role is crucial for maintaining both short- and long-term revenue forecasting, partnering with key stakeholders across the organization to optimize pricing and packaging strategies. The Director will influence the long-term vision of the business by leading a team responsible for pricing-related activities, ensuring that our strategies align with market opportunities. Strong interpersonal relationships will be essential in this role to foster effective business processes and transparency. The successful candidate will possess a deep understanding of client needs and the eMoney platform's capabilities. - Maintain short and long-term revenue forecasting. - Deliver timely, decision-ready revenue insights. - Lead tactical and strategic pricing activities. - Develop a strategic roadmap for pricing strategies. - Maintain and improve an efficient operating model. - Develop detailed financial models to highlight key metrics. - Support pricing strategies for new and existing clients. - Monitor industry trends for pricing recommendations. - Partner with Product Marketing for pricing research. - Provide analysis to senior leadership on pricing models. - Establish project plans for pricing & retention projects. - Mentor team members to enhance performance. - Support deal execution with quota impact analysis. - Prepare high-quality documents and presentations. - Manage governance processes for pricing decisions. - Support strategy and business case development. - Lead research & analysis projects with Marketing. - Identify actionable insights for senior management. Qualifications - Bachelor's degree in Finance, Accounting, Economics, or equivalent. - 10+ years of experience in Finance, preferably in high-growth companies. - 5+ years of managerial experience. - Excellent financial modeling skills. - Experience in SaaS and FinTech is a plus. - MBA degree is a plus. - In-depth knowledge of financial analysis tools and procedures. - Strong strategic thinking and collaborative skills. - Excellent Excel and PowerPoint skills. - Strong analytical and problem-solving abilities. - Ability to partner effectively with various teams. - Highly motivated, energetic, and adaptable work style. - Ability to influence across multiple functions. - Excellent verbal and written communication skills. - Ability to work under pressure and in fast-paced environments. Benefits - Competitive salary range of $163,000 - $200,000 based on experience. - Eligibility for annual bonus program. - Retirement contributions and health insurance. - Sick leave, parental leave, and paid time off. - Supportive and inclusive work culture. - Professional development opportunities. - Flexible working hours and remote work environment.
Senior Solution Consultant
JobgetherWe use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Solution Consultant - REMOTE. In this role, you will make significant contributions by helping global businesses adopt and comply with e-invoicing standards. Your expertise will guide organizations in navigating various mandates while optimizing their financial workflows. You will engage with both sales and strategic partners to deliver tailored solutions, driving efficiency and compliance in financial processes. This opportunity allows you to leverage your experience and have a tangible impact on a global scale, influencing how companies address modern business challenges. - Collaborate with sales and partners to generate new business revenues - Understand client challenges and technical requirements to qualify opportunities - Utilize knowledge of e-invoicing services to build compelling business cases - Demonstrate solution capabilities and benefits to potential customers - Respond to functional questions in Requests for Proposals (RFI/Ps) - Enhance and maintain the RFP repository - Act as a technical resource for sales and partner teams - Collect and provide feedback to assist product development - Develop training materials for various stakeholders Qualifications - 7+ years of pre-sales experience or equivalent - In-depth knowledge of e-invoicing and relevant data formats - Experience with Order-to-Cash and Purchase-to-Pay processes - Technical background in SaaS and B2B solutions - Strong client-facing communication skills - Familiarity with European e-invoice mandates, including ViDA - Proficient understanding of connectivity and data formats - Experience with Pagero Online or similar services Benefits - Flexible work arrangements with options to work from anywhere - Culture of continuous learning and professional growth - Comprehensive benefit plans including flexible vacation options - Access to mental health resources and wellness programs - Opportunities for community involvement through volunteer days - Inclusive and award-winning workplace culture
Senior Financial Operations Director
JobgetherWe use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role is crucial for maintaining both short- and long-term revenue forecasting, partnering with key stakeholders across the organization to optimize pricing and packaging strategies. The Director will influence the long-term vision of the business by leading a team responsible for pricing-related activities, ensuring that our strategies align with market opportunities. Strong interpersonal relationships will be essential in this role to foster effective business processes and transparency. The successful candidate will possess a deep understanding of client needs and the eMoney platform's capabilities. - Maintain short and long-term revenue forecasting. - Deliver timely, decision-ready revenue insights. - Lead tactical and strategic pricing activities. - Develop a strategic roadmap for pricing strategies. - Maintain and improve an efficient operating model. - Develop detailed financial models to highlight key metrics. - Support pricing strategies for new and existing clients. - Monitor industry trends for pricing recommendations. - Partner with Product Marketing for pricing research. - Provide analysis to senior leadership on pricing models. - Establish project plans for pricing & retention projects. - Mentor team members to enhance performance. - Support deal execution with quota impact analysis. - Prepare high-quality documents and presentations. - Manage governance processes for pricing decisions. - Support strategy and business case development. - Lead research & analysis projects with Marketing. - Identify actionable insights for senior management. Qualifications - Bachelor's degree in Finance, Accounting, Economics, or equivalent. - 10+ years of experience in Finance, preferably in high-growth companies. - 5+ years of managerial experience. - Excellent financial modeling skills. - Experience in SaaS and FinTech is a plus. - MBA degree is a plus. - In-depth knowledge of financial analysis tools and procedures. - Strong strategic thinking and collaborative skills. - Excellent Excel and PowerPoint skills. - Strong analytical and problem-solving abilities. - Ability to partner effectively with various teams. - Highly motivated, energetic, and adaptable work style. - Ability to influence across multiple functions. - Excellent verbal and written communication skills. - Ability to work under pressure and in fast-paced environments. Benefits - Competitive salary range of $163,000 - $200,000 based on experience. - Eligibility for annual bonus program. - Retirement contributions and health insurance. - Sick leave, parental leave, and paid time off. - Supportive and inclusive work culture. - Professional development opportunities. - Flexible working hours and remote work environment.
