Corebridge Financial
InsuranceDirect Workday career site

Licensed Wealth Management Client Advisor - Greater Chicago

Location
Chicago, IL · On-site
Job type
Full-time
Level
Mid-level
Experience
5+ years
Education
Bachelor's degree
Listed
20 days ago

Skills & highlights for this role

  • FINRA Series 6
  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 65
  • state variable life license
  • state health license
  • financial planning
  • retirement planning
  • client relationship management
  • securities licensing

Stated benefits & perks

  • Health
  • Dental
  • Vision
  • Life insurance
  • 401k match

About the role

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 Licensed Wealth Management Client 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.

Pay and benefits

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 Ideally, you have 5+ years of experience working as a Financial Advisor. Bachelor's degree is preferred. A proven and successful sales track record. You have an active FINRA Series 6 or 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 based in the assigned territory of Greater Chicago and the individual filling this role will need to be located within the area. Estimated Travel May include up to 25% travel. #LI-CBF #LI-KE1 #LI-SAFG 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.

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.

Read the original posting

From Corebridge Financial's careers page, first listed on Rolev.ai on October 21, 2026. Rolev.ai is not the employer.

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Common questions

Where is the Licensed Wealth Management Client Advisor - Greater Chicago job at Corebridge Financial located?

This Licensed Wealth Management Client Advisor - Greater Chicago position at Corebridge Financial is located in Chicago, IL (On-site). Always check Corebridge Financial's application page for specific state eligibility or relocation policies.

What qualifications are required for Licensed Wealth Management Client Advisor - Greater Chicago at Corebridge Financial?

For the Licensed Wealth Management Client Advisor - Greater Chicago role, Corebridge Financial highlights 5+ years of relevant experience; a bachelor's degree; experience with financial planning, retirement planning, client relationship management, securities licensing. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Licensed Wealth Management Client Advisor - Greater Chicago position at Corebridge Financial?

This listing links directly to Corebridge Financial's Workday application page. You can apply directly on Corebridge Financial's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.