Wealth & Financial Planning Consultant

COR Financial Partners; San Antonio (TX); On-site; USD 45,000 - 85,000; Part time

Benefits offered by this job

Competitive training

Mentorship

Career development

Diversity & teamwork

Leadership opportunities

Planning tools

Job summary

COR Financial Partners is seeking a financial consultant to assist a wide range of clients with comprehensive financial planning and consulting. The role starts part-time with potential for leadership advancement.

We provide training, mentorship, and a culture that emphasizes diversity, teamwork, work/life balance, and rewards. Compensation includes planning tools and opportunities for leadership and specialization as you grow in your career.

Qualifications

• Must be 18 or older.
• Background check required - No criminal history whatsoever
• Willing to obtain a state license if you do not have one yet.

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 mindset

Integrity and ethics

Client relationship management

Coaching and feedback receptiveness

Interpersonal communication

Team player

Self-motivated

Thrives in fast-paced environment

Job description

COR Financial Partners is seeking a financial consultant to assist a wide range of clients with comprehensive financial planning and consulting. The role starts part-time with potential for leadership advancement.

We provide training, mentorship, and a culture that emphasizes diversity, teamwork, work/life balance, and rewards. Compensation includes planning tools and opportunities for leadership and specialization as you grow in your career.