Entry-Level Wealth Planner – Mentorship & Growth

COR Financial Partners; Phoenix (AZ); On-site; USD 30,000 - 60,000; Part time

Benefits offered by this job

Competitive training program

Mentorship and professional developp. 

Culture promoting diversity, teamwork,

Leadership opportunities

Planning analysis tools and wealth mgm

Job summary

COR Financial Partners is a full-fledged wealth and financial consulting firm. 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, with compensation varying by

Qualifications

• Must be 18 years or older.
• Background check required - no criminal history.
• 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

Interpersonal skills

Entrepreneurial ambition

Integrity

Coachable

Team player

Job description

COR Financial Partners is a full-fledged wealth and financial consulting firm. 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, with compensation varying by