Financial Advisor – Management Trainee

COR Financial Partners

Financial Advisor helping Atlanta clients with investment, estate, and comprehensive financial planning. Developing personalized strategies and maintaining client relationships for a wealth consulting firm.

Posted 8/17/2026full-timeRemote • 🇺🇸 United StatesEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in analyzing personal financial data and developing personalized investment strategies while maintaining compliance with financial regulations. Strong focus on building customer relationships and providing exceptional service in a fast-paced environment.

Highest-signal resume keywords

Financial Data AnalysisInvestment Strategy DevelopmentEstate PlanningCustomer Relationship ManagementFinancial Regulation Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strong Interpersonal SkillsSelf-MotivatedAccountableTeam PlayerAbility to Receive Coaching

Certifications & Qualifications

State License

Industry Keywords

Financial PlanningInvestment StrategiesWillsTrustsMarket Trends

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, in compliance with applicable laws
Maintain strong customer relationships through effective communication and exceptional service
Stay current on financial regulations and market trends to provide informed advice
Help a wide range of clients with comprehensive financial planning and consulting

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 not already licensed
Entry-level role
Entrepreneurial ambitions
Integrity, ethical standards, and 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
Comfortable working in a fast-paced, highly productive, value-driven environment

Benefits

Comp & perks

Competitive training program to help you get started
Mentorship and professional development training throughout your entire career
Culture promoting diversity, teamwork, work/life balance, recognition, and rewards
Opportunity to pursue leadership and specialized roles
Comprehensive planning analysis tools, brokerage and advisory platforms, and wealth management resources
Compensation may include residuals, renewals, commissions, assets under management (AUM), and monthly-to-quarterly bonuses