COR Financial Partners · 3 days ago
Financial Consultant
United States
Part-time
Remote
Entry, Mid Level
$50K/yr - $100K/yr
2+ years expCOR Financial Partners is a comprehensive wealth and financial consulting firm that collaborates with leading financial institutions in North America. They are seeking a Financial Consultant to assess client needs and provide customized financial planning recommendations, while building lasting client relationships and staying current on industry trends.
Financial Services
Hiring Manager
Wendy L Buenrostro
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
Qualification
Required
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
Bachelor's degree (or some college coursework)
2+ years in customer service, financial services, or client-facing roles
Life & Health Insurance License (or willingness to obtain)
Benefits
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)
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