Financial Consultant

COR Financial Partners; California (MO); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Training and mentorship

Flexibility to create own schedule

Opportunities for leadership advancement

Job summary

A leading financial consulting firm is seeking motivated consultants for a remote, commission-based role. The ideal candidate will possess strong interpersonal skills, a client-first mindset, and integrity. Responsibilities include assessing client needs, guiding them through financial options, and maintaining relationships. Compensation ranges between $50,000 – $100,000+ annually, dependent on performance. Training and mentorship provided, along with opportunities for leadership advancement.

Qualifications

• 3+ years in customer service, financial services, or client-facing roles.
• Life & Health Insurance License (or willingness to obtain).

Responsibilities

• Assess client needs and provide customized financial planning recommendations.
• Guide clients through investment, insurance, and estate planning options.
• Build lasting client relationships through proactive communication and service.
• Stay current on financial industry trends and regulatory changes.

Skills

Strong interpersonal and communication skills

Integrity and professionalism

Self-motivated with an entrepreneurial spirit

Education

Bachelor’s degree or some college coursework

Job description

USA Remote Only, Flexible Schedule, 100% commission role, NOT a customer service cold call center

We are a comprehensive wealth and financial consulting firm working with many of the leading financial institutions in North America. Our consultants support clients in developing tailored financial strategies, including:

• College funding solutions

What You’ll Do:

• Assess client needs and provide customized financial planning recommendations.
• Guide clients through investment, insurance, and estate planning options.
• Build lasting client relationships through proactive communication and service.
• Stay current on financial industry trends and regulatory changes.

What We’re Looking For:

• Strong interpersonal and communication skills.
• Integrity, professionalism, and client-first mindset.
• Self-motivated with an entrepreneurial spirit.
• Ability to collaborate in a team-focused, growth-oriented environment.

Preferred Background:

• Bachelor’s degree (or some college coursework).
• 3+ years in customer service, financial services, or client-facing roles.
• Life & Health Insurance License (or willingness to obtain).

What We Offer:

• Training, mentorship, and professional development.
• Flexibility to create your own schedule (with weekly team sessions).
• Remote work environment.
• Opportunities for leadership advancement.
• Multiple compensation pathways (commissions, renewals, residuals, bonuses, and more — based on licensing).

Compensation Range : $50,000 – $100,000+ annually, 100% performance-driven.