Wealth Planner & Client Growth Advisor

COR Financial Partners; Orlando (FL); On-site; USD 35,000 - 70,000; Part time

Benefits offered by this job

Competitive training program

Mentorship and development

Diversity and work-life balance

Leadership opportunities

Wealth management tools access

Job summary

COR Financial Partners in Orlando, FL is seeking a part-time financial consulting professional to support a broad client base with comprehensive planning and advisory services.

Responsibilities include analyzing client data, crafting investment strategies, and assisting with estate planning while maintaining strong client relationships. The role offers training, mentorship, and a path to leadership, with compensation structured around licenses, residuals, and bonuses.

Qualifications

• Must be 18+ years old.
• Background check required - No criminal history whatsoever.
• 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

Entrepreneurial drive

Integrity

Interpersonal skills

Self-motivated

Team player

Coaching receptiveness

Job description

COR Financial Partners in Orlando, FL is seeking a part-time financial consulting professional to support a broad client base with comprehensive planning and advisory services.

Responsibilities include analyzing client data, crafting investment strategies, and assisting with estate planning while maintaining strong client relationships. The role offers training, mentorship, and a path to leadership, with compensation structured around licenses, residuals, and bonuses.