Financial Services Professional jobs in United States
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COR Financial Partners ยท 12 hours ago

Financial Services Professional

positionUnited States
timePart-time
remoteRemote
seniorityNew Grad, Entry Level

COR Financial Partners is a leading financial services company committed to helping individuals, families, and businesses achieve their financial goals. The role involves providing personalized financial planning and advisory services to clients to help them achieve their financial goals through financial analysis, retirement and investment plans, and effective communication.

Financial Services

Responsibilities

Conducting financial analysis
Creating retirement and investment plans
Evaluating insurance options
Maintaining effective communication with clients
Collaboration with the team to develop tailored strategies
Staying updated on financial trends and regulations

Qualification

Financial analysisRetirement planningInvestment planningInsurance evaluationCommunicationDetail-orientedOrganizational skillsProblem-solvingSelf-motivated

Required

Strong Communication skills to effectively build client relationships
Ability to analyze financial situations and provide strategic solutions
Detail-oriented with excellent organizational and problem-solving skills
Self-motivated with the ability to work independently in a remote environment

Company

COR Financial Partners

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COR Financial Partners is a leading financial services company dedicated to helping individuals, families, and businesses achieve their financial goals.
dateFounded in 2015
location
San Diego, California, US
people-size51-200 employees
web-link
https://www.corfinancialpartners.com

Funding

Current Stage
Growth Stage
Company data provided by crunchbase