Client-Focused Financial Advisor: Grow Relationships

Cornerstone Consulting Group, LLC; Saint Charles (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Cornerstone Consulting Group, LLC is seeking a local Financial Advisor to serve members and grow business with the Credit Union. You will follow the prescribed sales process, maintain high ethical standards, and help meet cross-selling goals.

The role involves training staff, leveraging tools and resources, and collaborating with the Credit Union to execute annual marketing plans while staying compliant with FINRA and insurance regulations.

Qualifications

• Three years of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions.
• Demonstrated ability to effectively build business relationships with diverse clients.
• Demonstrated ability to translate complex information and deliver messaging to the appropriate audience.
• Life/Health licenses and Series 7/63/65/66 licenses are required or in progress.
• Designation preferred: LUTCF, CLU, ChFC or CFP.

Responsibilities

• Cultivate strong client relationships using the prescribed sales process.
• Train credit union staff and refer clients back to the Credit Union.
• Meet or exceed credit union cross-selling goals and present a professional image.
• Adhere to FINRA and insurance rules, as well as company policies and ethical conduct.

Skills

Relationship building

Sales / cross-selling

Regulatory compliance

Effective communication

Staff training

Education

Bachelor's degree in Business, Finance or Insurance

Tools

Life/Health Licenses

Series 7/63/65/66

LUTCF/CLU/ChFC/CFP designation

Job description

Cornerstone Consulting Group, LLC is seeking a local Financial Advisor to serve members and grow business with the Credit Union. You will follow the prescribed sales process, maintain high ethical standards, and help meet cross-selling goals.

The role involves training staff, leveraging tools and resources, and collaborating with the Credit Union to execute annual marketing plans while staying compliant with FINRA and insurance regulations.