Financial Advisor Trainee
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COR Financial Partners
Dallas, TX, US
Summary
Analyze personal financial data to provide tailored investment strategies and financial planning recommendations. Maintain strong client relationships while ensuring compliance with estate planning laws and financial regulations.
Job 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 18 or older
- Background check required - No criminal history whatsoever
- Willing to obtain a state license if you do not have one yet.
What's provided:
- Licensing Support: We'll help you obtain the required state insurance licenses and FINRA registrations as your career grows.
- A Competitive training and development 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)
COR Financial Partners is a leading financial services company dedicated to helping individuals, families, and businesses achieve their financial goals. With a strong commitment to personalized service, we offer a comprehensive range of solutions, including investment management, retirement planning, life insurance, and long-term care protection.
Our team of experienced licensed professionals works closely with clients to understand their unique needs and aspirations, crafting tailored strategies that align with their long-term objectives. We pride ourselves on our integrity, expertise, and client-first approach that ensures every financial decision is made with the utmost care and precision.
At COR Financial Partners, we believe in empowering our clients through education, innovative solutions, and ongoing support, so they can confidently navigate their financial journey. Whether you're planning for retirement, growing your wealth, or protecting your assets, we're here to provide the guidance and tools you need to succeed.
Founded
2015
Company size
51-200 employees
Industry
Financial Services
Org type
Partnership
Headquarters
San Diego, California
COR Financial Partners is a leading financial services company dedicated to helping individuals, families, and businesses achieve their financial goals. With a strong commitment to personalized service, we offer a comprehensive range of solutions, including investment management, retirement planning, life insurance, and long-term care protection.
Our team of experienced licensed professionals works closely with clients to understand their unique needs and aspirations, crafting tailored strategies that align with their long-term objectives. We pride ourselves on our integrity, expertise, and client-first approach that ensures every financial decision is made with the utmost care and precision.
At COR Financial Partners, we believe in empowering our clients through education, innovative solutions, and ongoing support, so they can confidently navigate their financial journey. Whether you're planning for retirement, growing your wealth, or protecting your assets, we're here to provide the guidance and tools you need to succeed.
Founded
2015
Company size
51-200 employees
Industry
Financial Services
Org type
Partnership
Headquarters
San Diego, California
