Entry-Level Financial Professional | Training Provided

Summary

COR Financial Partners is a wealth and financial consulting firm representing major financial companies in North America. The Entry-Level Financial Professional will help clients with comprehensive financial planning, develop investment strategies, assist with estate planning, and maintain strong client relationships while receiving training and mentorship.

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 ambitions
• Integrity, ethical, and a strong sense of morality
• Passion for making a difference and helping people
• Self-motivated, accountable, and a team player
• Ability to receive coaching and feedback
• Strong interpersonal skills
• Self-motivated
• Must be Age 18 or over
• Willing to obtain a state license if you do not have one yet

Qualifications

Must Haves

• Entrepreneurial ambitions
• Integrity, ethical, and a strong sense of morality
• Passion for making a difference and helping people
• Self-motivated, accountable, and a team player
• Ability to receive coaching and feedback
• Strong interpersonal skills
• Self-motivated
• Must be Age 18 or over
• Willing to obtain a state license if you do not have one yet

Benefits

• A competitive training program to help you get started
• Mentorship and professional development training throughout your entire career
• A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
• The opportunity to pursue leadership and specialized roles
• Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
• Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses