Financial Advisor Trainee

COR Financial Partners; United States; On-site; USD 50,000 - 85,000; Part time

Benefits offered by this job

Licensing support

Training program

Mentorship

Diversity & teamwork

Leadership opportunities

Financial planning tools

Job summary

COR Financial Partners is seeking part-time financial consultants to assist clients with comprehensive financial planning and investment strategies. You will analyze client data, tailor planning approaches, and help with estate planning while building strong client relationships in a dynamic environment.

The role emphasizes licensing support, ongoing training, mentorship, and opportunities for leadership as your career progresses within a culture that values diversity and teamwork.

Qualifications

• Entrepreneurial ambition and a strong sense of integrity are essential.
• Self-motivated, accountable, and a team player who welcomes coaching.
• Excellent interpersonal and communication skills are required.
• Ability to thrive in a fast-paced, value-driven environment.

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.

Skills

Entrepreneurial ambition

Integrity

Self-motivated

Team player

Coachable

Strong interpersonal skills

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

• 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

Compensation

• Our financial consultants are paid in various ways, depending on the licenses obtained (Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses)