Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... May include up to 25% travel. #LI-SAFG #LI-LR1 This role is deemed a "covered associate" under SEC ...
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... May include up to 25% travel. #LI-SAFG #LI-LR1 This role is deemed a "covered associate" under SEC ...
Workplace Planning Consultant
Tallahassee, FL · On-site +1
$55K - $76K/yr
Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Workplace Planning Consultant
Tallahassee, FL · On-site +1
$55K - $76K/yr
Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Workplace Planning Consultant
West Palm Beach, FL · On-site +1
$55K - $76K/yr
Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Workplace Planning Consultant
West Palm Beach, FL · On-site +1
$55K - $76K/yr
Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Retirement Consultant
Tallahassee, FL · On-site +1
$55K - $76K/yr
Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Retirement Consultant
Tallahassee, FL · On-site +1
$55K - $76K/yr
Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Become skilled at the consultative sales process to proactively identify the financial needs of ... Associate (West Palm Beach, Boynton Beach) At Fifth Third, we understand the importance of ...
Become skilled at the consultative sales process to proactively identify the financial needs of ... Associate (West Palm Beach, Boynton Beach) At Fifth Third, we understand the importance of ...
Become skilled at the consultative sales process to proactively identify the financial needs of ... Associate (West Palm Beach, Boynton Beach) At Fifth Third, we understand the importance of ...
Become skilled at the consultative sales process to proactively identify the financial needs of ... Associate (West Palm Beach, Boynton Beach) At Fifth Third, we understand the importance of ...
Retirement Consultant
Jacksonville, FL · On-site +1
$55K - $76K/yr
Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Retirement Consultant
Jacksonville, FL · On-site +1
$55K - $76K/yr
Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Leasing Consultant
Davie, FL · On-site
$15.75 - $18.50/hr
... financially rewarding workplace! Why we need you: The Leasing Consultant is responsible for ... Competitive pay for the market * Monthly bonus opportunities for all site associates * 30 ...
Leasing Consultant
Davie, FL · On-site
$15.75 - $18.50/hr
... financially rewarding workplace! Why we need you: The Leasing Consultant is responsible for ... Competitive pay for the market * Monthly bonus opportunities for all site associates * 30 ...
Leasing Consultant
Davie, FL · On-site
$15.75 - $18.50/hr
... financially rewarding workplace! Why we need you: The Leasing Consultant is responsible for ... Competitive pay for the market * Monthly bonus opportunities for all site associates * 30 ...
Leasing Consultant
Davie, FL · On-site
$15.75 - $18.50/hr
... financially rewarding workplace! Why we need you: The Leasing Consultant is responsible for ... Competitive pay for the market * Monthly bonus opportunities for all site associates * 30 ...
Leasing Consultant
Davie, FL · On-site
$15.75 - $18.50/hr
... financially rewarding workplace! Why we need you: The Leasing Consultant is responsible for ... Competitive pay for the market * Monthly bonus opportunities for all site associates * 30 ...
Leasing Consultant
Davie, FL · On-site
$15.75 - $18.50/hr
... financially rewarding workplace! Why we need you: The Leasing Consultant is responsible for ... Competitive pay for the market * Monthly bonus opportunities for all site associates * 30 ...
Leasing Consultant
Fort Lauderdale, FL · On-site
$15.75 - $18.50/hr
... financially rewarding workplace! Why we need you: The Leasing Consultant is responsible for ... Competitive pay for the market * Monthly bonus opportunities for all site associates * 30 ...
Quick apply
Leasing Consultant
Fort Lauderdale, FL · On-site
$15.75 - $18.50/hr
... financially rewarding workplace! Why we need you: The Leasing Consultant is responsible for ... Competitive pay for the market * Monthly bonus opportunities for all site associates * 30 ...
Sales Consultant
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Sales Consultant
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Sales Consultant
Coconut Creek, FL · On-site
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Sales Consultant
Coconut Creek, FL · On-site
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Sales Consultant
Fort Lauderdale, FL · On-site
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Quick apply
Sales Consultant
Fort Lauderdale, FL · On-site
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Sales Consultant
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Quick apply
Sales Consultant
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Sales Consultant
Fort Lauderdale, FL · On-site
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Sales Consultant
Fort Lauderdale, FL · On-site
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Sales Consultant
Coconut Creek, FL · On-site
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Sales Consultant
Coconut Creek, FL · On-site
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Sales Consultant
Coconut Creek, FL · On-site
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Sales Consultant
Coconut Creek, FL · On-site
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Sales Consultant
Fort Lauderdale, FL · On-site
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Sales Consultant
Fort Lauderdale, FL · On-site
$55K - $100K/yr
Provide product, service, and finance expertise based on your customers' needs. * Utilize our ... Substantial associate discount on our quality merchandise. * Bonus program for Team Member ...
Design Consultant
Fort Lauderdale, FL · On-site
We believe our associates are our greatest brand ambassadors, and we value talent, entrepreneurial ... Educate customers on all the Ethan Allen sponsored finance options available to them. * Contribute ...
Design Consultant
Fort Lauderdale, FL · On-site
We believe our associates are our greatest brand ambassadors, and we value talent, entrepreneurial ... Educate customers on all the Ethan Allen sponsored finance options available to them. * Contribute ...
Associate Financial Consultant information
See Boca Raton, FL salary details
$43K - $54.1K
7% of jobs
$54.1K - $65.2K
7% of jobs
$73.4K is the 25th percentile. Wages below this are outliers.
$65.2K - $76.2K
14% of jobs
$76.2K - $87.3K
16% of jobs
The median wage is $90.8K / yr.
$87.3K - $98.3K
18% of jobs
$98.3K - $109.4K
11% of jobs
$110.9K is the 75th percentile. Wages above this are outliers.
$109.4K - $120.4K
17% of jobs
$120.4K - $131.5K
5% of jobs
$131.5K - $142.5K
4% of jobs
$142.5K - $153.6K
1% of jobs
$153.6K - $164.6K
0% of jobs
$43K
$98.3K
$164.6K
How much do associate financial consultant jobs pay per year?
What is the difference between Associate Financial Consultant vs Financial Advisor?
| Aspect | Associate Financial Consultant | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a bachelor's degree; certifications like Series 7 or 66 are common | Often requires similar certifications; may hold CFP or CFA designations |
| Work Environment | Entry-level role in financial firms, supporting senior staff | Client-facing role providing personalized financial planning |
| Employer & Industry Usage | Used in investment firms, banks, and financial services companies | Common across independent practices, banks, and advisory firms |
The main difference is that Associate Financial Consultants typically support senior staff and focus on research and analysis, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require relevant certifications and work in similar environments, but their responsibilities and client interaction levels differ.
What are some typical challenges faced by an associate financial consultant in their first year on the job?
What are the key skills and qualifications needed to thrive as an associate financial consultant, and why are they important?
What does an associate financial consultant do?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 7 days ago
Corebridge Financial rating
9.5
Based on 11 frontline employees who took The Breakroom Quiz
7th of 306 rated insurance
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 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 Financialis 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.
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. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings.
Responsibilities
Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, 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.
Actively participate in benefit fairs and new employee orientations.
Participate in the annual plan review and financial education planning process.
Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates
Meet with participants and eligible employees to educate employees regarding plan participation.
Travel dependent on your territory may be required for new plan enrollments.
To help you get started, we offer you the resources needed to build your own success:
This is a salary paid position with bonus potential
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
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
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
#LI-SAFG #LI-LR1
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:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance CompanyWhat Corebridge Financial employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Corebridge Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Houston, TX, US
Year founded
1998