- Full Time
- Overland Park, Johnson County
Corebridge Financial at a glance
SEC filings mentioning "Corebridge Financial": 450 · SIC industry: Life Insurance — search EDGAR
Corebridge Financial
Join Corebridge Financial as a Wealth Financial Advisor in our Overland Park office, located in Johnson County, Kansas. This full-time position offers an opportunity to build meaningful client relationships while managing sophisticated investment portfolios and delivering comprehensive wealth management strategies across the Kansas City metropolitan area.
About the Role
As a Wealth Financial Advisor at Corebridge Financial, you'll work directly with high-net-worth individuals and families to develop and implement personalized financial strategies. This role combines relationship management with investment expertise, allowing you to make a tangible impact on clients' long-term financial success and generational wealth planning goals.
What You'll Do
- Conduct comprehensive financial assessments and develop customized wealth management plans tailored to client objectives
- Build and maintain strong relationships with current clients while identifying opportunities for new business within the Kansas City region
- Manage diversified investment portfolios, including equities, fixed income, and alternative investments
- Provide ongoing portfolio monitoring, rebalancing, and performance reporting
- Advise clients on tax-efficient strategies and wealth transfer planning
- Stay current on market trends, regulatory changes, and emerging financial products
- Collaborate with estate planning professionals, accountants, and legal advisors on complex client situations
What We're Looking For
- Series 7 and Series 65 licenses (or equivalent securities registrations) required
- Minimum 3–5 years of experience in wealth management, financial advisory, or related roles
- Proven track record managing client portfolios and building advisory relationships
- Strong understanding of investment vehicles, portfolio construction, and risk management
- CFP® or CFA® designation strongly preferred
- Excellent communication and interpersonal skills with ability to explain complex financial concepts clearly
- Self-motivated professional who thrives in a relationship-driven environment
About Corebridge Financial
Corebridge Financial partners with financial professionals and institutions to expand access to quality wealth management and financial guidance. We're committed to fostering a collaborative culture where expertise and client-first thinking drive everything we do.
How to Apply
To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
To apply for this job please visit www.adzuna.com.
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Working in Overland Park, Johnson County
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Overland Park is a city in Johnson County, Kansas, United States. As of the 2020 census, the population of the city was 197,238. It is the largest city in Johnson County and the second-most populous city in the state of Kansas, also it is one of four principal cities in the Kansas City metropolitan area and the most populous suburb of Kansas City, Missouri.
Kansas is a landlocked state in the Midwestern region of the United States. It borders Nebraska to the north, Colorado to the west, Oklahoma to the south, and Missouri to the east. Kansas is named after the Kansas River, in turn named after the Kansa people. Its capital is Topeka, and its most populous city is Wichita; however, the largest urban area is the bi-state Kansas City metropolitan area s
- Elevation 328m (1,076 ft)
Source: Wikipedia (state)
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
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