Financial Advisor – Management Trainee

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COR Financial Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

💸 Finance

🛡️ Insurance

👥 B2C

Finance • Insurance • B2C

COR Financial Partners is a financial advisory firm that helps families and professionals build retirement security through personalized planning and insurance-based solutions. They specialize in retirement income strategies, indexed annuities, life insurance, and long-term care planning, and provide tools and resources such as a retirement calculator, Safe Money Blueprint, retirement risk score, educational guides, and video insights. COR emphasizes protection without overpaying, predictable income without stock market dependence, and offers free consultations and planning materials to consumers nationwide.

📋 Description

• 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, in compliance with applicable laws • Maintain strong customer relationships through effective communication and exceptional service • Stay current on financial regulations and market trends to provide informed advice • Help a wide range of clients with comprehensive financial planning and consulting

🎯 Requirements

• Must be age 18 or over • Background check required • No criminal history whatsoever • Willing to obtain a state license if not already licensed • Entry-level role • Entrepreneurial ambitions • Integrity, ethical standards, and strong sense of morality • Passion for making a difference and helping people • Self-motivated, accountable, and a team player • Ability to receive coaching and feedback • Strong interpersonal skills • Comfortable working in a fast-paced, highly productive, value-driven environment

🏖️ Benefits

• Competitive training program to help you get started • Mentorship and professional development training throughout your entire career • Culture promoting diversity, teamwork, work/life balance, recognition, and rewards • Opportunity to pursue leadership and specialized roles • Comprehensive planning analysis tools, brokerage and advisory platforms, and wealth management resources • Compensation may include residuals, renewals, commissions, assets under management (AUM), and monthly-to-quarterly bonuses