Corebridge Financial is an industry-leading provider of financial planning tools for community ... If that sounds good to you, join us. #LI-CBF #CH1 #LI-SAFG This role is deemed a "covered associate ...
Corebridge Financial is an industry-leading provider of financial planning tools for community ... If that sounds good to you, join us. #LI-CBF #CH1 #LI-SAFG This role is deemed a "covered associate ...
Corebridge Financial is an industry-leading provider of financial planning tools for community ... If that sounds good to you, join us. #LI-CBF #CH1 #LI-SAFG This role is deemed a "covered associate ...
Corebridge Financial is an industry-leading provider of financial planning tools for community ... If that sounds good to you, join us. #LI-CBF #CH1 #LI-SAFG This role is deemed a "covered associate ...
Financial Consulting Supervisor - Finance as a Service
Tampa, FL · On-site
$84K - $110K/yr
Lead, manage and coach client services representatives, associates and senior associates * Support ... Experience in the financial planning and analysis (FP&A) function (financial modeling, budgeting ...
Financial Consulting Supervisor - Finance as a Service
Tampa, FL · On-site
$84K - $110K/yr
Lead, manage and coach client services representatives, associates and senior associates * Support ... Experience in the financial planning and analysis (FP&A) function (financial modeling, budgeting ...
Material Planning Manager
Tampa, FL · On-site
Support financial planning and budgeting activities related to inventory and material spend ... associates that reflects positively on the company and is consistent with the company's policies ...
Material Planning Manager
Tampa, FL · On-site
Support financial planning and budgeting activities related to inventory and material spend ... associates that reflects positively on the company and is consistent with the company's policies ...
Support financial planning and budgeting activities related to inventory and material spend ... associates that reflects positively on the company and is consistent with the company's policies ...
Quick apply
Support financial planning and budgeting activities related to inventory and material spend ... associates that reflects positively on the company and is consistent with the company's policies ...
We are an industry-leading provider of financial planning tools for community members who work in ... May include up to 25% travel. #LI-LR1 #LI-SAFG #LI-Remote This role is deemed a "covered associate ...
We are an industry-leading provider of financial planning tools for community members who work in ... May include up to 25% travel. #LI-LR1 #LI-SAFG #LI-Remote This role is deemed a "covered associate ...
Financial Advisor - Tampa, FL
Tampa, FL · On-site +1
We are an industry-leading provider of financial planning tools for community members who work in ... associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain ...
Financial Advisor - Tampa, FL
Tampa, FL · On-site +1
We are an industry-leading provider of financial planning tools for community members who work in ... associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain ...
Accounting Finance Manager
Tampa, FL · On-site
Eligible full time Cardinal Equipment Services Associates can participate in our Total Rewards ... Coordinate and direct budgeting, financial planning and forecasting processes. * Review financial ...
Accounting Finance Manager
Tampa, FL · On-site
Eligible full time Cardinal Equipment Services Associates can participate in our Total Rewards ... Coordinate and direct budgeting, financial planning and forecasting processes. * Review financial ...
Oracle Cloud Finance - Senior Associate
$77K - $202K/yr
As a Senior Associate, you will focus on building meaningful client connections and learning how to ... Hyperion Financial Management for strategic financial planning - Implementing finance ...
Oracle Cloud Finance - Senior Associate
$77K - $202K/yr
As a Senior Associate, you will focus on building meaningful client connections and learning how to ... Hyperion Financial Management for strategic financial planning - Implementing finance ...
Digital Finance Transformation - ERP Modernization: Senior Associate - Private Equity Performance Im
Tampa, FL · On-site
$100K - $170K/yr
Senior Associate / Manager - - Private Equity Performance Improvement About Alvarez & Marsal ... Our PEPI CFO Services practice includes the following pillar of services: * Strategic Finance and ...
Digital Finance Transformation - ERP Modernization: Senior Associate - Private Equity Performance Im
Tampa, FL · On-site
$100K - $170K/yr
Senior Associate / Manager - - Private Equity Performance Improvement About Alvarez & Marsal ... Our PEPI CFO Services practice includes the following pillar of services: * Strategic Finance and ...
Who You'll Work With Corebridge Financial is an industry-leading provider of financial planning ... This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, ...
Who You'll Work With Corebridge Financial is an industry-leading provider of financial planning ... This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, ...
Who You'll Work With Corebridge Financialis an industry-leading provider of financial planning ... This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political ...
Who You'll Work With Corebridge Financialis an industry-leading provider of financial planning ... This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political ...
Digital Finance Transformation - ERP Modernization: Senior Associate - Private Equity Performance Im
Tampa, FL · On-site
$100K - $170K/yr
Senior Associate / Manager - - Private Equity Performance Improvement About Alvarez & Marsal ... Our PEPI CFO Services practice includes the following pillar of services: * Strategic Finance and ...
Digital Finance Transformation - ERP Modernization: Senior Associate - Private Equity Performance Im
Tampa, FL · On-site
$100K - $170K/yr
Senior Associate / Manager - - Private Equity Performance Improvement About Alvarez & Marsal ... Our PEPI CFO Services practice includes the following pillar of services: * Strategic Finance and ...
Workday Adaptive Planning Implementation Consultant, Senior Associate
Tampa, FL · On-site
$77K - $202K/yr
... Associate & Summary The Opportunity As a Workday Adaptive Planning Implementation Consultant ... This role involves working closely with finance and accounting teams to streamline financial ...
Workday Adaptive Planning Implementation Consultant, Senior Associate
Tampa, FL · On-site
$77K - $202K/yr
... Associate & Summary The Opportunity As a Workday Adaptive Planning Implementation Consultant ... This role involves working closely with finance and accounting teams to streamline financial ...
Chief Financial Officer-General Construction
Tampa, FL · On-site
$175K - $225K/yr
Oversee budgeting, forecasting, cash flow management, and long-range financial planning. * Manage Work-in-Progress (WIP) reporting, job costing, percentage-of-completion accounting, and financial ...
Chief Financial Officer-General Construction
Tampa, FL · On-site
$175K - $225K/yr
Oversee budgeting, forecasting, cash flow management, and long-range financial planning. * Manage Work-in-Progress (WIP) reporting, job costing, percentage-of-completion accounting, and financial ...
Chief Financial Officer-General Construction
Tampa, FL · On-site
$175K - $225K/yr
Oversee budgeting, forecasting, cash flow management, and long-range financial planning. * Manage Work-in-Progress (WIP) reporting, job costing, percentage-of-completion accounting, and financial ...
Chief Financial Officer-General Construction
Tampa, FL · On-site
$175K - $225K/yr
Oversee budgeting, forecasting, cash flow management, and long-range financial planning. * Manage Work-in-Progress (WIP) reporting, job costing, percentage-of-completion accounting, and financial ...
Chief Financial Officer-General Construction
Tampa, FL · On-site
$175K - $225K/yr
Oversee budgeting, forecasting, cash flow management, and long-range financial planning. * Manage Work-in-Progress (WIP) reporting, job costing, percentage-of-completion accounting, and financial ...
Quick apply
Chief Financial Officer-General Construction
Tampa, FL · On-site
$175K - $225K/yr
Oversee budgeting, forecasting, cash flow management, and long-range financial planning. * Manage Work-in-Progress (WIP) reporting, job costing, percentage-of-completion accounting, and financial ...
Chief Financial Officer-General Construction
Tampa, FL · On-site
$175K - $225K/yr
Oversee budgeting, forecasting, cash flow management, and long-range financial planning. * Manage Work-in-Progress (WIP) reporting, job costing, percentage-of-completion accounting, and financial ...
New
Chief Financial Officer-General Construction
Tampa, FL · On-site
$175K - $225K/yr
Oversee budgeting, forecasting, cash flow management, and long-range financial planning. * Manage Work-in-Progress (WIP) reporting, job costing, percentage-of-completion accounting, and financial ...
New
Chief Financial Officer-General Construction
Tampa, FL · On-site
$175K - $225K/yr
Oversee budgeting, forecasting, cash flow management, and long-range financial planning. * Manage Work-in-Progress (WIP) reporting, job costing, percentage-of-completion accounting, and financial ...
New
Chief Financial Officer-General Construction
Tampa, FL · On-site
$175K - $225K/yr
Oversee budgeting, forecasting, cash flow management, and long-range financial planning. * Manage Work-in-Progress (WIP) reporting, job costing, percentage-of-completion accounting, and financial ...
New
Corebridge Financial is an industry-leading provider of financial planning tools for community ... If that sounds good to you, join us. #LI-CBF #CH1 #LI-SAFG This role is deemed a "covered associate ...
Corebridge Financial is an industry-leading provider of financial planning tools for community ... If that sounds good to you, join us. #LI-CBF #CH1 #LI-SAFG This role is deemed a "covered associate ...
Financial Planning Associate information
See New Port Richey, FL salary details
$12.42 - $16.78
13% of jobs
$18.57 is the 25th percentile. Wages below this are outliers.
$16.78 - $21.14
30% of jobs
The median wage is $22.47 / hr.
$21.14 - $25.50
24% of jobs
$28.01 is the 75th percentile. Wages above this are outliers.
$25.50 - $29.86
14% of jobs
$29.86 - $34.22
4% of jobs
$34.22 - $38.58
3% of jobs
$38.58 - $42.94
2% of jobs
$42.94 - $47.30
3% of jobs
$47.30 - $51.66
2% of jobs
$51.66 - $56.02
2% of jobs
$56.02 - $60.38
2% of jobs
$12
$28
$60
How much do financial planning associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a financial planning associate, and why are they important?
What is the difference between Financial Planning Associate vs Financial Advisor?
| Aspect | Financial Planning Associate | Financial Advisor |
|---|---|---|
| Certifications | Typically requires a Series 7, Series 66, or CFP coursework | Often holds CFP certification, Series 7, Series 66, or other licenses |
| Work Environment | Supports financial advisors, works in financial firms or banks | Provides personalized financial advice to clients, works independently or in firms |
| Primary Responsibilities | Assists in preparing financial plans, research, client support | Creates financial plans, recommends investments, manages client portfolios |
Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.
What does a financial planning associate do?
How does a financial planning associate typically collaborate with senior advisors and clients?
How to get an entry level job in a financial planning associate?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 22 days ago
Corebridge Financial rating
9.5
Based on 11 frontline employees who took The Breakroom Quiz
7th of 304 rated insurance
Job description
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.
Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
We're passionate about excellence.
Corebridge Financial is 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.
What you'll do as Financial Advisor:
- 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
What skills you will use:
- Ideally, you have 7+ 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.
We love working with talented people but more than that, we seek out compassionate and self-motivated co-workers who want to grow a career and improve the lives of our clients. If that sounds good to you, join us.
#LI-CBF
#CH1
#LI-SAFG
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:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company
What 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