Entry-Level Financial Professional

COR Financial Partners

. Analyze personal financial data to provide insights and recommendations for clients' financial planning needs .

Posted 10/9/2026full-timeRemote • Texas • United StatesEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, investment strategy development, and estate planning while maintaining strong customer relationships and staying informed on financial regulations. Capable of providing personalized advice and recommendations to clients based on their unique financial goals and risk tolerance.

Highest-signal resume keywords

Financial PlanningInvestment Strategy DevelopmentEstate PlanningWealth ManagementCustomer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategyEstate PlanningRetirement PlanningBusiness PlanningCorporate Group Plans

Soft Skills

Interpersonal SkillsSelf-MotivatedAccountableTeam PlayerIntegrity

Certifications & Qualifications

State License

Industry Keywords

Financial RegulationsMarket TrendsWillsTrustsCompliance

About the role

Key responsibilities & impact

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
Help clients with wealth management, retirement planning, financial planning, business planning, and corporate group plans

Requirements

What you’ll need

Must be age 18 or over
Background check required
No criminal history whatsoever
Willing to obtain a state license if you do not have one yet
Strong interpersonal skills
Self-motivated, accountable, and a team player
Ability to receive coaching and feedback
Integrity, ethics, and a strong sense of morality
Entrepreneurial ambitions
Passion for making a difference and helping people
Enjoys working in a fast-paced, highly productive, value-driven environment

Benefits

Comp & perks

A competitive training 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
Compensation may include residuals, renewals, commissions, Assets Under Management (AUM), and monthly–quarterly bonuses