Talent.com
Corebridge Financial
Advisor AssistantCorebridge Financial • Overland Park, KS, United States
No longer accepting applications
Advisor Assistant

Advisor Assistant

Corebridge Financial • Overland Park, KS, United States
7 days ago
Job type
  • Full-time
Job description

" 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 actdecisively 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. About The Role This position is vital to the support of the region, leadership, and acts as a partner to many home office departments. The role has many responsibilities that are critical to the advisors’ continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team. Responsibilities Providing administrative support to a financial advisor. Reviewing accounts and creating reports for financial advisor. Respond to client requests for forms or marketing literature. Assist with processing paperwork and client mailings. Performing other office tasks such as copying, taking messages, distributing mail items, as needed. Skills and Qualifications High school graduate or equivalent required, including experience with customer service interactions. 2 years office clerical experience including customer service environment To be successful in this position, individual must be skilled in verbal and written communications. Must be self-motivated: looking for someone eager to learn the business and work toward a common set of goals. Must be coachable and work well in a team environment Must adapt well to change Must be thorough and able to communicate effectively Must be discreet with all client interactions and documents Must possess strong organizational skills. Must be proficient with MS Office applications, and other software applications. # of hours per week - 40 Work Location This position is based in Corebridge Financial’s 3220 Metcalf Ave., Suite 360, Overland Park, KS 66213 office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely. 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: SM - Sales & MarketingEstimated Travel Percentage (%): No TravelRelocation Provided: NoAmerican General Life Insurance Company " #J-18808-Ljbffr

Create a job alert for this search

Advisor Assistant • Overland Park, KS, United States

Similar jobs

Veterinary Assistant and Kennel Attendant

Veterinary Practice PartnersPrairie Village, KS, United States
Full-time +1

Mission Road Animal Clinic is hiring full-time Veterinary Assistant/Kennel Attendant to work alongside our team of experienced veterinarians, skilled technicians, and devoted support staff to ensur... Show more

 • Promoted

Beauty Advisor

TradeJobsWorkForce64150 Riverside, MO, US
Full-time

Greet customers upon their arrival Demonstrate proper use of makeup and skin care products Cross-sell beauty products, when appropriate (e.Identify customer needs and recommend cosmetics and skin c... Show more

 • Promoted

Senior Advisor

Treasury DepartmentOverland Park, KS, United States
Full-time

The following are the duties of this position at the full working level.If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to le... Show more

 • Promoted

Business Strategy Senior Advisor

Jack Henry And AssociatesLenexa, KS, United States
Full-time

At Jack Henry, we're more than a technology company, we're a force for good in financial services.We're redefining how community banks and credit unions connect with the people they serve.Our missi... Show more

 • Promoted

PWM Private Wealth Advisor

U.S. BankKansas City, MO, United States
Full-time

Private Wealth Management (PWM) Private Wealth Advisor.Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust, banking and investment professionals aroun... Show more

 • Promoted

Operations Advisor - Investor Reporting - Midland

PNCOverland Park, KS, United States
Full-time

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ... Show more

 • Promoted

Resident Assistant

Primrose Retirement CommunitiesKansas City, MO, United States
Full-time

Primrose Retirement Communities began over 30 years ago with a simple mission - to honor our seniors by offering a variety of healthy, happy lifestyle options.By getting the right people on the tea... Show more

 • Promoted

Partner - Wealth Advisor

Thorndale PartnersOverland Park, KS, United States
Full-time

Senior Wealth Advisor - Partner.Are you confined by the comp squeeze/ownership friction/legacy tech and red tape of a Wirehouse or the independent and small firm operational burnout or scaling hurd... Show more

 • Promoted

Assistant Studio Sales Manager (Leawood)

Xponential FitnessLeawood, KS, United States
Full-time

Assistant Sales/Studio Manager.CycleBar is seeking an assistant sales/studio manager for our state-of-the-art location in Redmond.Assistant Managers are passionate about fitness and delivering a su... Show more

 • Promoted

Assistant Dept Manager

Overland Park Garden CenterShawnee, KS, United States
Full-time

Location: Retail Stores (Overland Park, Shawnee, and Liberty) Farm Locations (Wolcott and Donahoo).Reports to: Department Manager, Location Manager.Works With: Assistant Department Managers, Depart... Show more

 • Promoted

Event/Admin Assistant

LHHKansas City, MO, United States
Full-time +1

Kansas City, MO | Fully Onsite.Full-Time | Direct Hire| up to $75K + bonus.Are you an organized professional who thrives on planning events, coordinating travel, and managing multiple moving pieces... Show more

 • Promoted

Back of House Assistant Director

Chick-fil-AKansas City, MO, United States
Full-time

Chick-fil-A 169 & Barry Road is Growing in the Northland!.We are looking for an excellent leader to join our team.A Back of House Assistant Director is integral to the success of a restaurant or ho... Show more

 • Promoted

Admissions Advisor

Aviation Institute of MaintenanceKansas City, MO, United States
Full-time

Kansas City, MO Training Tomorrow's Technicians to Become Skilled, Employable and Essential.About Us Big Changes, Better Benefits - Join us today! The Aviation Institute of Maintenance (AIM), estab... Show more

 • Promoted

Assistant Studio Sales Manager (Leawood)

CycleBarLeawood, KS, United States
Full-time

Assistant Sales/Studio Manager.CycleBar is seeking an assistant sales/studio manager for our state-of-the-art location in Leawood.Our Assistant Managers are passionate about fitness and delivering ... Show more

 • Promoted

Care Assistant with Organization Skills NEEDED ASAP!

QualicareKansas City, MO, United States
Full-time

MAKING A DIFFERENCE ONE HOME AT A TIME! WE WANT THOSE WHO CARE! Individuals with a passion for caring for others are a MUST! If this is just a job to you, then please do not apply!.We have a curren... Show more

 • Promoted

Activities Assistant

Vertical Health ServicesKansas City, MO, United States
Full-time

Bring joy, purpose, and connection to our residents every day.We are looking for a caring, energetic, and creative Activity Assistant to join our skilled nursing team.If you love working with peopl... Show more

 • Promoted

Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market

Bank of AmericaLeawood, KS, United States
Temporary

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp... Show more

 • Promoted

Assistant Manager

World MarketKansas City, MO, United States
Full-time +1

For over 60 years, we have searched the globe for design inspiration, emerging trends, and time-honored handicrafts, to bring you stylish home dcor, quality furniture, thoughtful gifts and one of t... Show more

 • Promoted

Assistant Studio Manager (Leawood)

CycleBarLeawood, KS, United States
Full-time

Assistant Sales/Studio Manager.CycleBar is seeking an assistant sales/studio manager for our state-of-the-art location in Leawood.Our Assistant Managers are passionate about fitness and delivering ... Show more

 • Promoted

College Planning Advisor

Class 101Overland Park, KS, United States
Full-time +1

Do you want to be a part of a team that empowers students, serves families, and inspires greatness in the next generation of young people? Class 101 is a national college planning franchise whose m... Show more