Print / Save PDF Back to job

Wealth Financial Advisor – Kansas City, MO

Corebridge Financial · Overland Park, Johnson County

How to use this kit

Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.

Interview prep

Fit summary

Strong fit if you want a client-facing wealth advisory role with Corebridge Financial based in Overland Park (Kansas City metro), prefer in-person/local work (listing is non-remote), and can build trust through planning conversations and disciplined process. Thin public data means culture and pay must be confirmed directly with the employer.

Day in the role

As a Wealth Financial Advisor at Corebridge Financial in Overland Park, a typical day centers on client discovery, reviewing goals and risk tolerance, and shaping recommendations across savings, protection, and investment needs. Expect time on proposals, account follow-ups, compliance documentation, and coordination with product or service specialists. On-site work in the Kansas City metro means local client meetings and branch or office collaboration rather than remote-only delivery.

Skills to emphasize

No certification cost list was provided for this occupation family.

FAQ from this listing

Is this role remote?

No. The listing marks remote as off; expect work tied to the Overland Park / Kansas City area.

Where is the job based?

Overland Park, Johnson County, Kansas, United States—part of the Kansas City metropolitan area.

What employer is hiring?

Corebridge Financial; primary public site referenced in data is corebridgefinancial.com.

Company facts (cached)

Website: corebridgefinancial.com

Public cache only — not an employee review.

Role overview (listing rewrite)

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 for this Wealth Financial Advisor position in Overland Park, submit your application through the job listing portal.

Full job on Get A Job.AI

Questions to ask them

Generated for personal interview prep · 2026-07-17 UTC · getajob.ai