Careers

Join a winning team of financial professionals

Financial Planning Jobs

At CORA Capital, we’re not just building financial plans, we’re building a team of passionate professionals dedicated to empowering long-term wealth. If you’re looking for a career that combines expertise with purpose, contact us today about joining in our mission to help clients plot a course to lifelong financial independence.

Contact Us Today

The CORA Culture

As part of our team, you’ll be surrounded by passionate professionals who are dedicated to providing customized guidance that speaks to each client’s unique needs. With access to a wide range of resources and expertise, you’ll be able to provide customized guidance and support to clients, helping them achieve their financial goals. Join our dynamic and innovative team that’s changing the game in financial planning for individuals, families, and business owners.

Meet Our Team
WHAT IS AN ENSEMBLE PRACTICE?

Shared Viewpoints, Shared Expertise

By pooling our expertise and resources, our ensemble practice offers a more extensive menu of services, all under one roof.

Tax Planning

Minimizing tax liability and optimizing financial health

Estate Planning

Ensuring the smooth transfer of assets and legacies

Investment Management

Growing wealth with asset allocation, portfolio rebalancing, and security selections

Retirement Planning

Securing a fulfilling retirement with planning strategies like 401(k), IRA, and more

Risk Management & Insurance

Proactively managing risks, mitigating potential losses, and ensuring peace of mind

“From the outset, I was really impressed with not only the quality and breadth of services CORA Capital has to offer, but, more importantly, the quality of the people that I was dealing with.”
Michael G.
“I was really impressed with not only the quality and breadth of services CORA Capital has dealing with.”
John Smith G.
“From the outset, I was really impressed with not only the quality aas to offer, but, more importantly, the quality of the people that I was dealing with.”
Jane Smith G.