Financial Advisor Trainee
COR Financial Partners • Dallas, Texas, United States
No Relocation
Posted: September 12, 2026
Job Description
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.