Entry-Level Financial Professional | Training Provided

COR Financial Partners • Orlando, FL

21h

About The Position

This entry-level role is with a wealth and financial consulting firm representing major financial companies in North America. Financial professionals help a wide range of clients with comprehensive financial planning and consulting across areas such as wealth management, retirement planning, financial planning, business planning, and corporate group plans. Consultants typically begin on a limited, part-time basis, with potential for immediate leadership advancement. Compensation varies depending on licenses obtained and may include residuals, renewals, commissions, assets under management, and monthly or quarterly bonuses.

Requirements

• Must be 18 years of age or older.
• Must pass a background check; the posting specifies no criminal history whatsoever.
• Must be willing to obtain a state license if not already licensed.
• Entrepreneurial ambitions.
• Integrity, ethical conduct, and a strong sense of morality.
• Passion for making a difference and helping people.
• Self-motivated, accountable, and able to work as part of a team.
• Ability to receive coaching and feedback.
• Strong interpersonal skills.
• Enjoy working in a fast-paced, highly productive, value-driven environment.

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.

Benefits

• Competitive training program to help new consultants get started.
• Mentorship and professional development training throughout the career.
• Culture promoting diversity, teamwork, work/life balance, recognition, and rewards.
• Opportunity to pursue leadership and specialized roles.
• Access to comprehensive planning analysis tools, brokerage and advisory platforms, and wealth management resources.
• Compensation may include residuals, renewals, commissions, assets under management, and monthly or quarterly bonuses, depending on licenses obtained.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed