Note: The job is a remote job and is open to candidates in USA. COR Financial Partners is a wealth and financial consulting firm representing major financial companies in North America. The Entry-Level Financial Professional will support clients with comprehensive financial planning, investment strategies, estate planning, relationship management, and informed financial advice, with training and mentorship provided.
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
- * Enjoys working in a fast-paced, highly productive, value-driven environment
- * 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), and monthly-to-quarterly bonuses, depending on the licenses obtained
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