Entry-Level Financial Professional

COR Financial Partners

. Analyze personal financial data to provide insights and recommendations for clients' financial planning needs .

Posted 10/17/2026full-timeRemote • Florida • United StatesEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in analyzing personal financial data and developing personalized investment strategies while ensuring compliance with financial regulations. Strong ability to maintain customer relationships and provide comprehensive financial planning across various domains.

Highest-signal resume keywords

Financial AnalysisInvestment Strategy DevelopmentEstate PlanningCustomer Relationship ManagementFinancial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment Strategy DevelopmentEstate PlanningWealth ManagementRetirement PlanningBusiness PlanningCorporate Group Plans

Soft Skills

Strong Interpersonal SkillsSelf-MotivatedAccountableTeam PlayerEffective Communication

Certifications & Qualifications

State License

Industry Keywords

Financial PlanningComplianceMarket TrendsCustomer ServiceEntrepreneurial Ambitions

About the role

Key responsibilities & impact

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
Help clients with comprehensive financial planning and consulting across wealth management, retirement planning, financial planning, business planning, and corporate group plans

Requirements

What you’ll need

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
Entrepreneurial ambitions
Integrity, ethical conduct, 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
Enjoys working in a fast-paced, highly productive, value-driven environment

Benefits

Comp & perks

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, depending on licenses obtained