Job Description
Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:
$90,000 - $120,000
Responsibilities:
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Sell & Maintain Life Insurance & Annuities
- Sell & Maintain Assets Under Management
- Develop and maintain strong relationships with clients
- Provide tailored financial advice and solutions to clients
- Manage the sales process from lead generation to closing
- Continuously learn and apply new industry knowledge
- Collaborate with the team and share best practices
- Maintain accurate and up-to-date client records and compliance documentation
Qualifications:
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- 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
- Active Life Producer License in your state of residence (Virginia or West Virginia)
- 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
- Strong interpersonal skills and the ability to connect with people from diverse backgrounds
- Eagerness and willingness to learn and improve
About Company
At Cornerstone Advisor Group, we believe financial planning is about more than products - it’s about people. Our advisors are empowered to build meaningful relationships, provide personalized guidance, and keep the promises they make to clients and each other. We foster a culture rooted in integrity, collaboration, and purpose, where success is measured not only by growth but by impact.
Our advisors operate with independence while benefiting from strong infrastructure, proven systems, and ongoing support. 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.