COR Financial Partners
COR Financial Partners
51 – 200 Employees
B2CFinanceInsurance
COR Financial Partners is a finance and insurance firm founded in 2015 that helps families and professionals prepare for retirement. Its work centers on personalized retirement income planning, indexed annuities, life insurance, and long-term care strategies, with an emphasis on protecting assets and creating predictable income. The company also provides consumer education through retirement calculators, risk assessments, planning guides, video content, and its Safe Money Blueprint. COR Financial Partners serves consumers nationwide through consultations and retirement-planning resources.

Entry-Level Financial Professional - Florida Remote

Provide remote financial guidance to clients across wealth management, investments, retirement, estate, business, and corporate planning. The role includes training, mentorship, and opportunities for leadership advancement.

Description

  • Review clients’ personal financial information to identify planning insights and offer recommendations
  • Create and carry out investment strategies tailored to each client’s objectives and risk tolerance
  • Support estate-planning needs, including wills and trusts, while following applicable legal requirements
  • Build lasting client relationships through clear communication and responsive service
  • Monitor financial regulations and market developments to support well-informed guidance
  • Serve clients across wealth management, retirement, financial, business, and corporate group planning

Requirements

  • At least 18 years of age
  • Successful completion of a background check
  • No criminal history
  • Willingness to obtain a state license if not already licensed
  • Interest in pursuing entrepreneurial goals
  • Demonstrated integrity, ethical conduct, and strong moral principles
  • Commitment to helping people and making a positive difference
  • Self-motivated, accountable, and collaborative approach
  • Openness to coaching and constructive feedback
  • Strong interpersonal and relationship-building skills
  • Comfort working in a fast-paced, highly productive, values-driven environment

Benefits

  • Structured training program to support your start in the role
  • Ongoing mentorship and professional development throughout your career
  • Workplace culture centered on diversity, teamwork, work-life balance, recognition, and rewards
  • Pathways to leadership and specialized positions
  • Access to comprehensive planning analysis tools, brokerage and advisory platforms, and wealth management resources
  • Compensation opportunities through residuals, renewals, commissions, assets under management, and monthly or quarterly bonuses

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