Junior Wealth Planner & Financial Advisor — Mentored Path

COR Financial Partners; Tampa (FL); On-site; USD 40,000 - 64,000; Part time

Benefits offered by this job

Competitive training program

Mentorship

Professional development training

Leadership opportunities

Job summary

COR Financial Partners in Tampa, FL is seeking aspiring financial consultants to help a broad range of clients with comprehensive financial planning and advisory services on a part-time basis, with clear potential for leadership advancement as you prove your skills.

You will engage in wealth management, retirement, estate and business planning, while receiving a competitive training program, ongoing mentorship, and a culture that emphasizes diversity, teamwork, and recognition.

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

Analytical skills

Communication

Customer service

Team player

Coachable

Interpersonal skills

Self-motivated

Fast-paced environment

Job description

COR Financial Partners in Tampa, FL is seeking aspiring financial consultants to help a broad range of clients with comprehensive financial planning and advisory services on a part-time basis, with clear potential for leadership advancement as you prove your skills.

You will engage in wealth management, retirement, estate and business planning, while receiving a competitive training program, ongoing mentorship, and a culture that emphasizes diversity, teamwork, and recognition.