COR Financial Partners
COR Financial Partners
51 – 200 Қызметкерлер
B2CҚаржыСақтандыру
COR Financial Partners — 2015 жылы құрылған, отбасылар мен мамандарға зейнетке дайындалуға көмектесетін қаржы және сақтандыру компаниясы. Компанияның қызметі жекелендірілген зейнетақы табысын жоспарлауға, индекстелген аннуитеттерге, өмірді сақтандыруға және ұзақ мерзімді күтім стратегияларына бағытталған; активтерді қорғауға және болжамды табыс қалыптастыруға басымдық береді. Компания сондай-ақ зейнетақы калькуляторлары, тәуекелді бағалау құралдары, жоспарлау нұсқаулықтары, бейнематериалдар және Safe Money Blueprint арқылы тұтынушыларға білім береді. COR Financial Partners кеңес беру қызметтері мен зейнетақыны жоспарлау ресурстары арқылы бүкіл елдегі тұтынушыларға қызмет көрсетеді.

Entry-Level Financial Professional - Florida Remote

Provide remote financial guidance to clients across wealth management, investments, retirement, estate, business, and corporate planning. The role includes training, mentorship, and opportunities for leadership advancement.

Сипаттама

  • Review clients’ personal financial information to identify planning insights and offer recommendations
  • Create and carry out investment strategies tailored to each client’s objectives and risk tolerance
  • Support estate-planning needs, including wills and trusts, while following applicable legal requirements
  • Build lasting client relationships through clear communication and responsive service
  • Monitor financial regulations and market developments to support well-informed guidance
  • Serve clients across wealth management, retirement, financial, business, and corporate group planning

Талаптар

  • At least 18 years of age
  • Successful completion of a background check
  • No criminal history
  • Willingness to obtain a state license if not already licensed
  • Interest in pursuing entrepreneurial goals
  • Demonstrated integrity, ethical conduct, and strong moral principles
  • Commitment to helping people and making a positive difference
  • Self-motivated, accountable, and collaborative approach
  • Openness to coaching and constructive feedback
  • Strong interpersonal and relationship-building skills
  • Comfort working in a fast-paced, highly productive, values-driven environment

Артықшылықтар

  • Structured training program to support your start in the role
  • Ongoing mentorship and professional development throughout your career
  • Workplace culture centered on diversity, teamwork, work-life balance, recognition, and rewards
  • Pathways to leadership and specialized positions
  • Access to comprehensive planning analysis tools, brokerage and advisory platforms, and wealth management resources
  • Compensation opportunities through residuals, renewals, commissions, assets under management, and monthly or quarterly bonuses

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