Experienced Financial Professional

About the role

Imagine a career where success isn't just about numbers, but about integrity, relationships, and fulfilling promises to clients and colleagues alike. You'll play a pivotal role in helping clients achieve long-term financial security, gaining their trust and confidence.

Responsibilities

• Build and manage your own advisory practice
• Provide comprehensive financial planning and advice to clients
• Collaborate with a supportive team to enhance client experiences
• Utilize cutting-edge tools and resources provided by Cornerstone
• Grow your personal and professional skills through training and mentorship

Requirements

• Proven experience in financial advising
• Strong interpersonal and communication skills
• Ability to work independently and collaboratively
• Passion for building long-term relationships with clients

Qualifications

• Bachelor’s degree in finance, economics, or a related field
• Series 65 or equivalent securities license
• Experience in financial planning and investment management

Benefits

• Comprehensive training and ongoing development opportunities
• Mentorship and guidance from experienced advisors
• Access to advanced technology and tools
• Flexible schedule and remote work options
• Competitive compensation package starting at $90,000 - $120,000
• Opportunities for career advancement within a supportive and collaborative environment

Pay

$90,000 - $120,000

Schedule

Flexible schedule and remote work options