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  1. Home
  2. chevron_right
  3. accounting & finance
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  5. Retirement Specialist in Training
Corebridge Financial logo

Retirement Specialist in Training

Not Disclosed•Full-TimeHybrid

location_on1769, San Jacinto Street, Downtown, Houston, Harris County, Texas, 77002, United States

Apply Now

Who We Are

At Corebridge Financial, we believe action is everything. 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.

Our culture is defined by four core values:

  • 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.

About the Team

Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are 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.

About the Role

This position is a paid, industry-leading training program designed to help you acquire the necessary licenses to become a Financial Professional with Corebridge Financial. As a Retirement Specialist in Training, your primary focus will be studying for the SIE, Series 7 & 66, as well as the State Variable Life & Health licenses, which you are expected to obtain within 120 days of your start date.

We provide a comprehensive study schedule, exam sponsorships, and study materials, including reading materials, videos, and live training. Upon successful completion of the four exams, you will become a Retirement Specialist and join our Inbound Participant Support team. Here, you will gain hands-on experience supporting clients needing help with specific financial transactions and build a foundational knowledge of retirement plans, strategies, solutions, and firm systems.

From this foundation, you will embark on a journey through multiple roles strategically layered to develop your skillset towards becoming a Financial Advisor. These roles include proactive outreach, processing new business transactions, financial planning, and developing and maintaining client relationships. The long-term goal of our department is preparing highly motivated and successful candidates for financial advisor roles, where you manage a book of business and deepen long-term client relationships.

Individuals who excel in this program come from diverse professional and educational backgrounds. Our goal is to develop individuals who work hard, have a drive for accomplishment, an interest in financial services, and a desire to grow professionally.

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.

Equal Opportunity Employer

Corebridge Financial is committed to being an equal opportunity employer and complies 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.

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.

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

For more information, visit www.corebridgefinancial.com.

Work location

Work model: Hybrid

location_on

1769, San Jacinto Street, Downtown, Houston, Harris County, Texas, 77002, United States

Houston, Texas

Key Responsibilities

  • check_circleObtain FINRA SIE, Series 7 & 66 and State Variable Life & Health licenses within 120 days
  • check_circleEngage 401k and 403b participants to assist and educate them on investment and retirement strategies
  • check_circleDemonstrate ownership of client issues by assisting with account needs and following through on commitments
  • check_circleStrengthen client loyalty by anticipating needs and providing excellent service
  • check_circleCollaborate and work successfully within a team environment
  • check_circleConsistently identify financial planning opportunities for clients

Requirements

  • verifiedBachelor's Degree or 2+ years relevant industry or customer service experience
  • verifiedAbility to obtain FINRA SIE, Series 7 & 66 and State Variable Life & Health licenses within 120 days

Nice to Have

Having SIE in advance

Benefits & Perks

check_circleMedical, dental, and vision insurance planscheck_circle401(k) with 6% dollar-for-dollar match and 3% company contributioncheck_circlePaid Time Off starting with at least 24 dayscheck_circleEmployee Assistance Program with confidential counselingCharitable donation matching up to $5,000 annually
Corebridge Financial logo
Company

Corebridge Financial

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

2+ yrs (Intern)

Education

Bachelor's Degree or 2+ years relevant industry or customer service experience

Job Type

Full-Time

Skills Required

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Skills, education and keywords

Skills: Sie, Series 7, Series 66, State Variable Life & Health Licenses, 401K, 403B, Financial Planning.

Education: Bachelor's Degree or 2+ years relevant industry or customer service experience.

Frequently asked questions about Retirement Specialist in Training at Corebridge Financial

What does a Retirement Specialist in Training at Corebridge Financial do?expand_more
Day-to-day, the Retirement Specialist in Training at Corebridge Financial will obtain finra sie, series 7 & 66 and state variable life & health licenses within 120 days; engage 401k and 403b participants to assist and educate them on investment and retirement strategies; demonstrate ownership of client issues by assisting with account needs and following through on commitments; and strengthen client loyalty by anticipating needs and providing excellent service.
What are the requirements for this Retirement Specialist in Training role?expand_more
To qualify for the Retirement Specialist in Training at Corebridge Financial position, applicants should have: Bachelor's Degree or 2+ years relevant industry or customer service experience; and Ability to obtain FINRA SIE, Series 7 & 66 and State Variable Life & Health licenses within 120 days.
Where is the Retirement Specialist in Training role at Corebridge Financial located?expand_more
Retirement Specialist in Training at Corebridge Financial is based in 1769, San Jacinto Street, Downtown, Houston, Harris County, Texas, 77002, United States. This is a hybrid role.
Is this Retirement Specialist in Training job remote, hybrid, or on-site?expand_more
Corebridge Financial has listed this Retirement Specialist in Training role as hybrid.
How much experience is required for this Retirement Specialist in Training role?expand_more
Retirement Specialist in Training at Corebridge Financial typically requires 2+ years of relevant experience at the intern level.
What skills do you need for the Retirement Specialist in Training role at Corebridge Financial?expand_more
Key skills for Retirement Specialist in Training at Corebridge Financial include Sie; Series 7; Series 66; State Variable Life & Health Licenses; 401K; 403B; and Financial Planning.
What education is required for Retirement Specialist in Training at Corebridge Financial?expand_more
Educational requirements for this role: Bachelor's Degree or 2+ years relevant industry or customer service experience.
What category does the Retirement Specialist in Training role belong to?expand_more
Retirement Specialist in Training at Corebridge Financial is part of the accounting & finance job category on Recrutus.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

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Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryJobs by skillCareer guidesCareer blogSalary insights
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Jobs in TexasJobs in New YorkJobs in CaliforniaJobs in FloridaJobs in North CarolinaJobs in MassachusettsAll states →
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Popular skills
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About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
check_circle
check_circle16 hours of Volunteer Time Off annually
check_circlePaid training and exam sponsorships for financial licenses
SieSeries 7Series 66State Variable Life & Health Licenses401K403BFinancial Planning
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