Entry Level Retirement Specialist at COR Financial Partners

Atlanta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Aug, 26

Salary

70000.0

Posted On

10 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Wealth Management, Investment Strategies, Estate Planning, Customer Relationship Management, Financial Analysis, Interpersonal Skills, Coaching, Accountability, Ethical Conduct

Industry

Financial Services

Description

We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. This role involves helping a wide range of clients with comprehensive financial planning and consulting. Consultants typically start with us on a limited, part-time basis, with the potential for immediate leadership advancement. We utilize every aspect of the financial industry: Wealth Management Retirement Planning Financial Planning Business Planning Corporate Group Plans And more... 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. Qualities we're looking for: 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 Requirements - (PLEASE READ) 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. What's provided: 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 Our financial consultants are paid in various ways, depending on the licenses obtained (Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses)

Responsibilities

Analyze personal financial data to provide personalized investment strategies and financial planning recommendations for clients. Maintain strong customer relationships and assist with estate planning, including wills and trusts.