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Relationship-Focused Financial Advisor

Cornerstone Planning Group

Cornerstone Planning Group is looking for a Servicing Financial Advisor in Fairfield, NJ. This role focuses on managing and deepening client relationships, ensuring exceptional service without sales quotas. You’ll partner with lead advisors to conduct review meetings and support financial planning initiatives while ensuring clients feel informed and cared for. Ideal candidates will have strong interpersonal skills, organizational expertise, and a client-first mindset. Benefits include health insurance, flexible paid time off, and a 401(k) match. #J-18808-Ljbffr Cornerstone Planning Group

Vacancy posted 1 day ago
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