Entry-Level Financial Professional | Training Provided

COR Financial Partner; Orlando (FL); On-site; USD 25,000 - 50,000; Part time

Benefits offered by this job

Competitive training program

Mentorship and professional growth

Diversity and teamwork culture

Leadership opportunities

Rewards for performance

Job summary

COR Financial Partner is seeking a part-time wealth and financial consultant to help a broad client base with comprehensive financial planning and advisory services. You will work with a diverse range of offerings, including wealth management, retirement planning, and business planning, with mentorship and growth opportunities.

We value integrity, responsiveness, and a client-first approach in a fast-paced, value-driven environment.

Qualifications

• Entrepreneurial mindset and willingness to learn.
• Strong ethics and client-centric approach.
• Ability to receive coaching and feedback.

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 ambitions

Integrity

Accountability

Team player

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)