Junior Wealth Planner: Mentored Path to Leadership

COR Financial Partner; Orlando (FL); Presencial; USD 25 000 - 50 000; Tempo parcial

Vantagens oferecidas por esta oferta de emprego

Competitive training program

Mentorship and professional growth

Diversity and teamwork culture

Leadership opportunities

Rewards for performance

Resumo da oferta

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.

Qualificações

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

Responsabilidades

• 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.

Conhecimentos

Entrepreneurial ambitions

Integrity

Accountability

Team player

Descrição da oferta de emprego

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.