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Cor Financial Partners Jobs (NOW HIRING)

EvenUp Inc

Director, FP&A, R&D

San Francisco, CA · On-site +1

$176K - $250K/yr

Partner day to day with engineering, product, and data leaders as their trusted finance counterpart ... CoR, gross margin, unit economics, and how infrastructure/inference cost drives them. * Strong SQL ...

CPMC LLC

Senior Financial Analyst

Tysons Corner, VA · Remote

$87K - $109K/yr

This is a hands-on senior role that partners closely with the PMO, Subcontracts, Billing, and HHS COR. KEY RESPONSIBILITIES * Build, maintain, and update the programlevel financial model -- budget ...

RPMGlobal

$108 - $116/hr

... COR approval Assist in the reconciliation process for the DS/EX/CFO Program Office Assist with ... Corporate Partnership Award, Association of Fundraising Professionals, Maryland Chapter * 2024 ...

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$38.5K

$95.5K

$146K

How much do cor financial partners jobs pay per year?

As of Aug 23, 2026, the average yearly pay for cor financial partners in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What is Cor Financial Partners?

Cor Financial Partners is a financial services firm that typically offers advisory services such as financial planning, investment management, and retirement planning to individuals and businesses. The firm may also assist clients with estate planning, tax strategies, and risk management. As registered investment advisors or financial consultants, Cor Financial Partners work to help clients achieve their financial goals through personalized guidance and tailored financial solutions.

What are some common challenges faced by professionals working at Cor Financial Partners, and how can they be addressed?

Professionals at Cor Financial Partners often work in fast-paced environments managing multiple client accounts simultaneously, which can be challenging when balancing competing deadlines and stakeholder expectations. Effective time management, strong communication skills, and familiarity with industry regulations are essential for success. Collaborating closely with colleagues and leveraging internal resources can help address these challenges, while ongoing professional development ensures team members remain up-to-date with best practices and industry changes.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning expertise, and a bachelor's degree in finance or a related field, often accompanied by certifications like CFP or Series 7 licensure. Familiarity with financial planning software, CRM systems, and investment portfolio management tools is crucial. Excellent interpersonal communication, active listening, and trust-building abilities set top advisors apart. These skills and qualifications ensure advisors can effectively guide clients toward their financial goals while adhering to industry standards and regulations.

What is the difference between Cor Financial Partners vs Cor Financial Analysts?

AspectCor Financial PartnersCor Financial Analysts
Role FocusClient relationship management, strategic financial planning, and partnership developmentAnalyzing financial data, preparing reports, and supporting investment decisions
Required CredentialsTypically requires a degree in finance, economics, or related field; certifications like CFA are commonUsually requires a degree in finance, accounting, or economics; CFA or CPA preferred
Work EnvironmentOffice-based, client-facing, often in financial services firms or consultingOffice setting, working with financial models, data analysis, and reporting tools

Cor Financial Partners primarily focuses on client relationship management and strategic financial planning, while Cor Financial Analysts concentrate on analyzing financial data and supporting investment decisions. Both roles often require similar educational backgrounds and certifications, but their day-to-day responsibilities and work environments differ.

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What job categories do people searching Cor Financial Partners jobs look for?

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Cor Financial Partners jobs near you

Financial Advisor Management Trainee

COR Financial Partners

San Antonio, TX • Remote

$43K - $53K/yr

Part-time

Posted 3 days ago

New

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

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.

Benefits

What's provided:

  • Licensing Support: We'll help you obtain the required state insurance licenses and FINRA registrations as your career grows.
  • A Competitive training and development 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
    Our financial consultants are paid in various ways, depending on the licenses obtained (Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses)