COR Financial Partners ยท 1 day ago
Financial Services Professional
United States
Full-time
Remote
Entry Level
$50K/yr - $100K/yr
2+ years expCOR Financial Partners is a comprehensive wealth and financial consulting firm partnered with leading financial institutions across North America. The Financial Services Professional will assess client financial needs, provide customized planning recommendations, and guide clients through various financial options while building long-term relationships.
Financial Services
No H1B
Responsibilities
Assess client financial needs and provide customized planning recommendations
Guide clients through retirement, investment, insurance, and estate planning options
Build long-term client relationships through proactive communication and service
Stay current on financial industry trends and regulatory requirements
Qualification
Required
Strong interpersonal and communication skill
High integrity, professionalism, and a 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 of experience in customer service, financial services, sales, or client-facing roles
Life & Health Insurance License (or willingness to obtain)
Benefits
Comprehensive training, mentorship, and professional development
100% remote work environment
Flexibility to create your own schedule (with weekly team sessions)
Multiple compensation pathways based on licensing and performance
Commissions
Renewals & residual income
Bonuses and advancement opportunities
Clear leadership and growth tracks
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