Corebridge Financial

Corebridge Financial

Retirement Plan Consultant II - Riverside County

CA-Riverside, USA · Mid

Sponsorship not specifiedDetected 69 days ago
CommunicationPublic Speaking

About the role

  • The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.

Responsibilities

  • 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.
  • Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.

Requirements

  • Travel dependent on your territory may be required for new plan enrollments.
  • 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.

Nice to have

  • Bachelor's Degree preferred
  • High school diploma or GED required

Skills

  • High school diploma or GED required; Bachelor's Degree preferred
  • Series 7, Series 66 preferred and appropriate state insurance licenses required
  • CFP, ChFC or similar designations desirable
  • Must have excellent presentation skills
  • Bilingual Spanish/English skills a plus
  • This position is currently designated as remote.
  • May include up to 25% travel.
  • Who You'll Work With

Compensation

  • 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.
  • Participate in the annual plan review and financial education planning process.
  • This is a salary paid position with bonus potential

Benefits

  • 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.
  • 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.

Company info

  • 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.
  • 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 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 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 we do, and we believe you will too.
  • The Variable Annuity Life Insurance Company
  • To help you get started, we offer you the resources needed to build your own success:
  • We offer retirement benefits options, which vary by location.

Equal opportunity

  • We are an Equal Opportunity Employer
  • equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws.
  • At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability.

Visa & Work Authorization

  • eetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan
Apply directly at Corebridge Financial →Create a free account for alerts like thisView Corebridge Financial immigration profile

This listing is sourced directly from Corebridge Financial's careers page and normalized into a canonical job model.