Financial Advisor Trainee
COR Financial Partners
Financial Advisor Trainee
COR Financial Partners· Business Development
About this role
We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. This role involves helping a wide range of clients with comprehensive financial planning and consulting. Consultants typically start with us on a limited, part-time basis, with the potential for immediate leadership advancement.
We utilize every aspect of the financial industry:
- Wealth Management
- Retirement Planning
- Financial Planning
- Business Planning
- Corporate Group Plans
- And more...
Responsibilities:
- 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, to ensure compliance with applicable laws.
- Maintain strong customer relationships through effective communication and exceptional service.
- Stay up to date on financial regulations and market trends to provide informed advice.
Qualities we're looking for:
- Entrepreneurial ambitions
- Integrity, ethical, and a 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
- Self-motivated
- Enjoys working in a fast-paced, highly productive, value-driven environment
Requirements - (PLEASE READ)
- Must be 18 or older
- Background check required - No criminal history whatsoever
- Willing to obtain a state license if you do not have one yet.
What's provided:
- Licensing Support: We'll help you obtain the required state insurance licenses and FINRA registrations as your career grows.
- A Competitive training and development program to help you get started
- Mentorship and professional development training throughout your entire career
- A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
- The opportunity to pursue leadership and specialized roles
- Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
Our financial consultants are paid in various ways, depending on the licenses obtained (Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses)
Frequently Asked Questions
Is the salary disclosed for the Financial Advisor Trainee position at COR Financial Partners?
The salary for this Financial Advisor Trainee role at COR Financial Partners is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Is the Financial Advisor Trainee job at COR Financial Partners remote?
Yes, this Financial Advisor Trainee position at COR Financial Partners is remote, with team members based in Dallas, Texas, United States, Remote. You can work from home or anywhere in the supported regions.
Is the Financial Advisor Trainee role at COR Financial Partners full-time or part-time?
This is listed as a Other position. It is posted as a Financial Advisor Trainee role in the Business Development department at COR Financial Partners.
Which team or department does the Financial Advisor Trainee at COR Financial Partners belong to?
This Financial Advisor Trainee position is part of the Business Development department at COR Financial Partners. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Financial Advisor Trainee position at COR Financial Partners?
Click the "Apply Now" button on this page. You will be redirected to COR Financial Partners's official application portal hosted on workable where you can submit your application directly.
When was the Financial Advisor Trainee job at COR Financial Partners posted?
This Financial Advisor Trainee position at COR Financial Partners was posted on Sep 12, 2026. Apply as soon as possible — early applications are often reviewed first.
Financial Advisor Trainee
COR Financial Partners
You'll be redirected to COR Financial Partners's official application page on workable.