Experienced Financial Advisor

Cornerstone Advisor Group; Fairfax (VA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Flexible working hours

Competitive salary

Professional training & mentorship

Job summary

Cornerstone Advisor Group is seeking an Experienced Financial Advisor in Virginia to guide clients in building personalized financial plans and investment strategies. You will analyze market data, nurture ongoing client relationships, and collaborate with the team to deliver comprehensive financial services while maintaining compliance and integrity.

The role emphasizes independence with strong support, ongoing training, and mentorship.

Qualifications

• Active Life Producer License in Virginia
• Proven experience selling life insurance products and generating leads
• Strong communication and phone skills

Responsibilities

• Guide clients in developing personalized financial plans aligning with goals and values.
• Analyze market trends and data to provide informed investment guidance.
• Build and maintain long-term client relationships through regular communication.
• Collaborate with team members to enhance service offerings and client satisfaction.
• Stay updated on industry regulations and compliance standards to ensure ethical practices.
• Utilize advanced financial tools to optimize client portfolios and maximize returns.
• Conduct workshops and seminars to educate clients on financial literacy and planning strategies.

Skills

Life insurance sales

Lead generation

Strong communication

Phone skills

Self-motivated

Education

Life Producer License (Virginia)

Job description

Join us at Cornerstone Advisor Group, where your expertise as a Financial Advisor will flourish in a supportive, innovative environment. We empower you to build meaningful relationships with clients, offering personalized guidance while upholding our promise of integrity and collaboration. With us, you'll have the freedom to operate independently, backed by a strong infrastructure and ongoing support. Our commitment to your professional growth includes comprehensive training, mentorship, and access to robust tools, fostering a fulfilling career that makes a real impact. As an Experienced Financial Advisor, you'll play a crucial role in shaping clients' financial futures. We value creativity and collaboration, encouraging you to bring your ideas to the table. Enjoy unique benefits like flexible working hours and competitive salaries, all within a culture that prioritizes innovation and employee development. At Cornerstone, success is about more than growth—it's about making a difference. Let's build something extraordinary together.

Responsibilities

• Guide clients in developing personalized financial plans that align with their goals and values.
• Analyze market trends and economic data to provide informed investment advice.
• Foster long-term relationships with clients through regular communication and trust-building.
• Collaborate with team members to enhance service offerings and client satisfaction.
• Stay updated on industry regulations and compliance standards to ensure ethical practices.
• Utilize advanced financial tools to optimize client portfolios and maximize returns.
• Conduct workshops and seminars to educate clients on financial literacy and planning strategies.
• Guide clients in developing personalized financial plans that align with their goals and values.
• Analyze market trends and economic data to provide informed investment advice.
• Foster long-term relationships with clients through regular communication and trust-building.
• Collaborate with team members to enhance service offerings and client satisfaction.
• Stay updated on industry regulations and compliance standards to ensure ethical practices.
• Utilize advanced financial tools to optimize client portfolios and maximize returns.
• Conduct workshops and seminars to educate clients on financial literacy and planning strategies.

Qualifications

Active Life Producer License in your state of residence (Virginia). Proven experience selling life insurance products and generating leads. Strong communication and phone skills. Business-driven mindset with the desire to grow a personal practice. Strong interpersonal skills and the ability to connect with clients from diverse backgrounds. Willingness to learn, grow, and continuously improve. Self-motivated professionals with a strong work ethic. Individuals passionate about helping others and making a positive impact. Confident, resilient, and relationship-focused advisors. Ethical, trustworthy, and committed to doing what’s right for clients. Professionals who want to grow their own success while contributing to their community.

Compensation

$90,000-$150,000 per year