COR Financial Partners ยท 18 hours ago
Financial Services Professional
United States
Contract
Remote
New Grad, Entry Level
0+ years expCOR Financial Partners is a company focused on providing financial solutions for families in areas such as retirement planning and life insurance. They are seeking motivated individuals to guide clients through their financial journeys and build meaningful relationships while leveraging training and mentorship to grow their own practices.
Financial Services
Responsibilities
Guide individuals and families on retirement planning, protection, and wealth transfer
Build meaningful client relationships and assess financial needs
Provide personalized recommendations based on client goals and values
Leverage our training, mentorship, and tools to grow your own practice
Access partnerships with nationally recognized financial institutions
Option to grow and mentor your own team over time
Qualification
Required
Motivated, self-disciplined individuals with an entrepreneurial spirit
Strong communicators who enjoy building relationships
Willingness to obtain state licenses (we provide guidance and resources)
Preferred
Backgrounds in sales, customer service, leadership, coaching, or community involvement are a plus (but not required)
Benefits
Counts toward CFP Board experience requirements
Licensing and pre-licensing course fees covered (professional development assistance)
Ongoing mentorship and business coaching
Proven business model and marketing tools
Flexible schedule with the ability to work remotely
Opportunity to start part-time and transition into full-time
Company
COR Financial Partners
COR Financial Partners is a leading financial services company dedicated to helping individuals, families, and businesses achieve their financial goals.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase