Financial Planning Professional

Job Description Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

Serve as a collaborative team player willing to further development through continued training opportunities

Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management

Sell & Maintain Life Insurance & Annuities

Sell & Maintain Assets Under Management

Provide tailored financial advice and solutions to clients

Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred

A required Bachelor’s degree in business administration, finance, or similarly related field

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

Proven ability to sell life insurance products and generate leads

Excellent phone skills, with the confidence to reach out to new prospects and clients

Business mindset with a strong drive to succeed and grow a personal business

At Cornerstone Advisor Group, we believe financial planning is about more than products - it’s about people. We invest in our people through comprehensive training, mentorship, and access to robust tools and resources - creating an environment where advisors can build sustainable, fulfilling careers while making a meaningful difference.