COR Financial Partners
COR Financial Partners
51 – 200 Angajați
AsigurăriB2CFinanțe
COR Financial Partners este o companie de servicii financiare și de asigurări, fondată în 2015, care ajută familiile și profesioniștii să se pregătească pentru pensionare. Activitatea sa se concentrează pe planificarea personalizată a veniturilor pentru perioada de pensionare, anuități indexate, asigurări de viață și strategii pentru îngrijire pe termen lung, punând accent pe protejarea activelor și crearea unui venit previzibil. Compania oferă, de asemenea, educație pentru consumatori prin calculatoare de pensionare, evaluări ale riscurilor, ghiduri de planificare, conținut video și propriul Safe Money Blueprint. COR Financial Partners deservește consumatori din întreaga țară prin consultații și resurse de planificare a pensionării.

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.

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • 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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