Tampa, Florida, United States · Remote OK
We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. This role involves helping a wide range of clients with comprehensive financial planning…
Skills: Financial Planning, Investment Strategies, Estate Planning, Customer Relationship Management, Financial Analysis
Nashville, Tennessee, United States · Remote OK
$50k–$80k/yr
We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. This role involves helping a wide range of clients with comprehensive financial planning…
Skills: Financial Planning, Wealth Management, Investment Strategies, Estate Planning, Customer Relationship Management
San Antonio, Texas, United States · Remote OK
$50k–$110k/yr
We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. This role involves helping a wide range of clients with comprehensive financial planning…
Skills: Financial Planning, Investment Strategies, Estate Planning, Customer Relationship Management, Financial Analysis
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Analyze personal financial data to provide personalized investment strategies and financial planning recommendations for clients. Maintain strong customer relationships and assist with estate planning, including wills and trusts.
Candidates must be at least 18 years old with a clean criminal background. Willingness to obtain a state license is required for those who do not already possess one.
We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. This role involves helping a wide range of clients with comprehensive financial planning and consulting. Consultants typically start with us on a limited, part-time basis, with the potential for immediate leadership advancement.
We utilize every aspect of the financial industry:
Responsibilities
Qualities we're looking for:
Requirements - (PLEASE READ)
What's provided:
Our financial consultants are paid in various ways, depending on the licenses obtained
(Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses)
Smart Growth. Safe Returns. Peace of Mind.
COR Financial Partners is a leading financial services company dedicated to helping individuals, families, and businesses achieve their financial goals. With a strong commitment to personalized service, we offer a comprehensive range of solutions, including investment management, retirement planning, life insurance, and long-term care protection. Our team of experienced licensed professionals works closely with clients to understand their unique needs and aspirations, crafting tailored strategies that align with their long-term objectives. We pride ourselves on our integrity, expertise, and client-first approach that ensures every financial decision is made with the utmost care and precision. At COR Financial Partners, we believe in empowering our clients through education, innovative solutions, and ongoing support, so they can confidently navigate their financial journey. Whether you're planning for retirement, growing your wealth, or protecting your assets, we're here to provide the guidance and tools you need to succeed.
Offices: 9655 Granite Ridge Dr, Suite 200, San Diego, California 92123, US
Smart Growth. Safe Returns. Peace of Mind.
COR Financial Partners is a leading financial services company dedicated to helping individuals, families, and businesses achieve their financial goals. With a strong commitment to personalized service, we offer a comprehensive range of solutions, including investment management, retirement planning, life insurance, and long-term care protection. Our team of experienced licensed professionals works closely with clients to understand their unique needs and aspirations, crafting tailored strategies that align with their long-term objectives. We pride ourselves on our integrity, expertise, and client-first approach that ensures every financial decision is made with the utmost care and precision. At COR Financial Partners, we believe in empowering our clients through education, innovative solutions, and ongoing support, so they can confidently navigate their financial journey. Whether you're planning for retirement, growing your wealth, or protecting your assets, we're here to provide the guidance and tools you need to succeed.
Offices: 9655 Granite Ridge Dr, Suite 200, San Diego, California 92123, US
