Trainee Wealth Advisor — Licensing and Mentorship Included

COR Financial Partners; Nashville (TN); In loco; USD 20.000 - 52.000; Part-time

Vantaggi offerti da questo lavoro

Licensing support

Training and development

Mentorship

Culture of diversity and recognition

Leadership and specialized roles

Comprehensive planning tools and AUM/6

Descrizione del lavoro

COR Financial Partners in Nashville, TN seeks a financial consultant to analyze client data and craft personalized financial plans. The role involves coordinating investment strategies, estate planning, and maintaining exceptional client service.

Ideal candidates are self-motivated, possess strong interpersonal skills, and enjoy a fast-paced, value-driven environment. Part-time with licensing support and potential for advancement is offered.

Competenze

• Must be 18 or older
• Willing to obtain a state license if you do not have one yet.

Mansioni

• Analyze clients' financial data to provide insights and recommendations for planning needs.
• Develop and implement personalized investment strategies based on goals and risk tolerance.
• Assist clients with estate planning, including wills and trusts, to ensure compliance with laws.
• Maintain strong client relationships through effective communication and service.
• Stay up to date on financial regulations and market trends to provide informed advice.

Conoscenze

Entrepreneurial mindset

Integrity

Interpersonal skills

Self-motivated

Team player

Willing to receive coaching

Descrizione del lavoro

COR Financial Partners in Nashville, TN seeks a financial consultant to analyze client data and craft personalized financial plans. The role involves coordinating investment strategies, estate planning, and maintaining exceptional client service.

Ideal candidates are self-motivated, possess strong interpersonal skills, and enjoy a fast-paced, value-driven environment. Part-time with licensing support and potential for advancement is offered.