COR Financial Partners · 5 days ago
Retirement Specialist
San Antonio, TX
Full-time
Onsite
Entry Level
$50K/yr - $100K/yr
2+ years expCOR Financial Partners is a trusted financial services company dedicated to helping individuals, families, and businesses achieve their financial goals. The Retirement Specialist role involves assessing client financial needs, creating customized planning recommendations, and guiding clients through various financial options to build long-term relationships.
Financial Services
Responsibilities
Assess client financial needs and uncover goals, gaps, and opportunities
Create customized planning recommendations tailored to each client
Guide clients through retirement, investment, insurance, and estate planning options
Build long-term client relationships through trust, education, and consistent service
Stay informed on financial products, market trends, and regulatory requirements
Qualification
Required
Must be 18 years of age or older
Valid driver's license
Background check required (no criminal history)
Willingness to obtain required state licensing if not already licensed
Preferred
Bachelor's degree or some college coursework
2+ years of experience in customer service, financial services, sales, or other client-facing roles
Life & Health Insurance License (or willingness to obtain)
Benefits
A competitive training program to help you get started
Ongoing mentorship and professional development throughout your career
A culture that promotes diversity, teamwork, work–life balance, recognition, and rewards
Opportunities to pursue leadership and specialized roles
Comprehensive planning and analysis tools, brokerage and advisory platforms, and wealth management resources
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