Entry Level Retirement Specialist

COR Financial Partners • Indianapolis, IN

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About The Position

We are a full-fledged wealth and financial consulting firm representing major financial companies in North America. This role involves helping a wide range of clients with comprehensive financial planning and consulting. Consultants typically start on a limited, part-time basis, with the potential for immediate leadership advancement. We utilize every aspect of the financial industry, including Wealth Management, Retirement Planning, Financial Planning, Business Planning, and Corporate Group Plans.

Requirements

• Must be Age 18 or over
• Background check required - No criminal history whatsoever
• Willing to obtain a state license if you do not have one yet.

Nice To 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
• Enjoys 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

• 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

What This Job Offers

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