More jobs:
Retirement Specialist
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-01-13
Listing for:
COR Financial Partners
Full Time, Part Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Financial Consultant
US Remote | Flexible Schedule | Part-Time or Full-Time | 100% Commission-Based
We are a comprehensive wealth and financial consulting firm partnered with leading financial institutions across North America. Our consultants work with individuals, families, and business owners to design personalized financial strategies that support both short-term stability and long-term growth. This opportunity is well-suited for professionals who value flexibility, ownership, and building something meaningful over time.
What You’ll Do- Assess client financial needs and uncover goals, gaps, and opportunities
- Create customized planning recommendations tailored to each client
- Guide clients through retirement, investment, insurance, and estate planning options
- Build long-term client relationships through trust, education, and consistent service
- Stay informed on financial products, market trends, and regulatory requirements
- Retirement planning
- Tax‑efficient strategies
- College funding solutions
- Wealth preservation and insurance planning
- Business and corporate group benefits
- Professionals who enjoy working directly with people
- Individuals with strong communication skills and a client‑first mindset
- Self‑motivated, disciplined, and comfortable taking ownership of results
- Team‑oriented individuals who value mentorship, growth, and collaboration
- Bachelor’s degree or some college coursework
- 2+ years of experience in customer service, financial services, sales, or other client‑facing roles
- Life & Health Insurance License (or willingness to obtain)
- A competitive training program to help you get started
- Ongoing mentorship and professional development throughout your career
- A culture that promotes diversity, teamwork, work–life balance, recognition, and rewards
- Opportunities to pursue leadership and specialized roles
- Comprehensive planning and analysis tools, brokerage and advisory platforms, and wealth management resources
- Must be 18 years of age or older
- Valid driver’s license
- Background check required (no criminal history)
- Willingness to obtain required state licensing if not already licensed
- 100% performance-based compensation
- Typical annual earnings range of $50,000–$100,000+, depending on effort, licensing, and production
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