Junior Wealth Advisor: Fast-Track to Leadership

cor financial partnersSan Antonio (TX)

today

Occupations

Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents

Industries

Portfolio Management and Investment AdviceOther Management Consulting ServicesAdministrative Management and General Management Consulting Services
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About the role

COR Financial Partners seeks a part-time financial consultant to assist clients with comprehensive planning, investment strategies, and estate planning. You will analyze data, craft tailored recommendations, and maintain strong client relationships in a fast-paced environment. The role offers mentorship, professional development, and pathways to leadership as you advance with license attainment and broader responsibilities. #J-18808-Ljbffr

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JOB OVERVIEW

Experience level

Mid

Location

San Antonio (TX)

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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