Entry-Level Financial Professional | Training Provided

COR Financial Partners; Orlando (FL); On-site; USD 35,000 - 70,000; Part time

Benefits offered by this job

Competitive training program

Mentorship and development

Diversity and work-life balance

Leadership opportunities

Wealth management tools access

Job summary

COR Financial Partners in Orlando, FL is seeking a part-time financial consulting professional to support a broad client base with comprehensive planning and advisory services.

Responsibilities include analyzing client data, crafting investment strategies, and assisting with estate planning while maintaining strong client relationships. The role offers training, mentorship, and a path to leadership, with compensation structured around licenses, residuals, and bonuses.

Qualifications

• Must be 18+ years old.
• Background check required - No criminal history whatsoever.
• Willing to obtain a state license if you do not have one yet.

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.

Skills

Entrepreneurial drive

Integrity

Interpersonal skills

Self-motivated

Team player

Coaching receptiveness

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 - (PLEASE READ)

• Must be Age 18 or over
• Background check required - No criminal history whatsoever
• Willing to obtain a state license if you do not have one yet.

What's provided:

• A Competitive training 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)