Wealth Advisor Trainee: Licensing & Leadership Pathway

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

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.