Broker Check

Join Our Team

Empowering Financial Advisors

At Core Financial, we believe in fostering a culture of excellence, collaboration, and growth, and we are committed to providing our advisors with the support, resources, and opportunities they need to succeed.

We have excellent career opportunities for individuals who want to help people, families and businesses through our firm. We have advisor positions, as well as team member positions within our firm. Our advisors receive comprehensive hands-on training and mentorship by highly qualified advisors. We provide firm and industry training, as well as training conducted through Osaic Wealth Inc. There is on-the-job training for our clerical team members. We allow for flexibility and independence in a fun, upbeat, structured environment.

America is poised for one of the greatest eras of wealth transference in our history as the baby boom generation moves into retirement and beyond. Our training can help you become the trusted advisor that they look toward, to help them make good decisions about their money, one decision at a time. Now is the time to build your career in financial services.

Core Financial is the company to do it with!

Contact

Office: (970) 226-2744
2120 Milestone Dr, Unit 101
Fort Collins, CO 80525
davemendard@core-financial.net

Why Join Core Financial?

Why Join Core Financial?

  • Exceptional Support

    As a financial advisor at Core Financial, you'll have access to unparalleled support, including personalized coaching, robust technology platforms, compliance assistance, and marketing resources..

  • Client-Centric Approach

    We prioritize building strong, long-lasting relationships with our clients, and we empower our advisors to deliver tailored financial solutions that meet their unique needs and goals.

  • Collaborative Environment

    Core Financial fosters a collaborative and inclusive work environment where ideas are valued, and teamwork is encouraged. Our advisors benefit from sharing insights, experiences, and strategies with their peers.

  • Opportunity for Growth

    We provide our advisors with opportunities for career growth, advancement, and recognition. Whether you're looking to expand your client base, take on leadership roles, or explore new areas of expertise, we support your aspirations.

  • Succession & Continuity Planning

    At Core Financial, we believe that having a plan in place is one of the most important things you can do for your business and family. From Day 1, we make sure every advisor has a plan in place.

Meet Osaic Wealth, Inc.

10,500 +

Affiliated Financial
Advisors

33.4 %

Women Financial Professionals

$500B +

Assets Under
Administration

2,500 +

Home Office Support

Staff Members

Benefits of Scale
As part of one of the largest networks of financial professionals, you get access to the industry's best resources at Osaic Wealth Inc.

Support & Service

Osaic offers over 2500+ team members that span four time zones and bring a deep level of expertise and care to every interactive.
 

Technology

Eliminate hassles with integrated, user-friendly digital and mobile solutions for both you and your clients.

Supervision

Navigate the industry’s shifting regulatory landscape with customized training, resources, and systems that make it easy to stay compliant.

Cybersecurity

Protect your clients and your business with tools, resources and insurance, all backed by a staff of 30 cybersecurity experts.

CONTACT Us

We Want to Hear From You

The better we understand your needs and goals, the better we can help you strategize for the future. It all starts with listening, and we’d like to listen to you.

Thank you!
Oops!