Financial Advisor Trainee

COR Financial Partners; San Antonio (TX); On-site; USD 45,000 - 75,000; Part time

Benefits offered by this job

Licensing support

Training & mentorship

Career advancement opportunities

Diversity and work-life balance

Performance-based rewards

Job summary

COR Financial Partners in San Antonio, Texas, seeks a part-time wealth and financial planning consultant to help a diverse client base with comprehensive financial planning and consulting.

Responsibilities include analyzing client data, developing investment strategies, and assisting with estate planning while maintaining strong relationships and staying current with regulations and market trends.

Qualifications

• Must be 18+ years old.
• Willing to obtain a state license if you do not have one yet.
• Strong interpersonal skills and ethical approach.

Responsibilities

• Analyze client financial data to provide planning insights.
• Develop and implement personalized investment strategies.
• Assist clients with estate planning (wills/trusts) and legal compliance.
• Maintain strong client relationships through clear communication and service.
• Stay informed on regulations and market trends to advise clients.

Skills

Entrepreneurial mindset

Integrity

People skills

Self-motivated

Coaching receptiveness

Team player

Fast-paced adaptability

Job description

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:

• Wealth Management
• Retirement Planning
• Financial Planning
• Business Planning
• Corporate Group Plans
• And more...

Responsibilities:

• Analyze personal financial data to provide insights and recommendations for clients' financial planning needs.
• Develop and implement personalized investment strategies based on clients' goals and risk tolerance.
• Assist clients with estate planning, including wills and trusts, to ensure compliance with applicable laws.
• Maintain strong customer relationships through effective communication and exceptional service.
• Stay up to date on financial regulations and market trends to provide informed advice.

Qualities we're looking for:

• Entrepreneurial ambitions
• Integrity, ethical, and a strong sense of morality.
• Passion for making a difference and helping people.
• Self-motivated, accountable, and a team player.
• Ability to receive coaching and feedback.
• Strong interpersonal skills
• Self-motivated
• Enjoys working in a fast-paced, highly productive, value-driven environment

Requirements - (PLEASE READ)

• Must be 18 or older
• Willing to obtain a state license if you do not have one yet.

What's provided:

• Licensing Support: We'll help you obtain the required state insurance licenses and FINRA registrations as your career grows.
• A Competitive training and development program to help you get started
• Mentorship and professional development training throughout your entire career
• A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
• The opportunity to pursue leadership and specialized roles
• Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
  Our financial consultants are paid in various ways, depending on the licenses obtained (Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses)