Financial Advisor

CornerStone Professional Placement; Fort Worth (TX); Presencial; USD 100.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Training stipend

Daily per diem during training

Onsite and remote training program

Immediate assignment of client houses

Residual income and trail compensation

Unlimited earning potential

Descripción de la vacante

CornerStone Staffing seeks an experienced Financial Advisor to support an established client base across Fort Worth, TX area. You will provide comprehensive financial planning, retirement guidance, and wealth management services to an existing book of households.

The role is a 1099 independent contractor with direct hire status, offering training stipends, ongoing commissions, and substantial earning potential through client growth and referrals. Training begins immediately onsite.

Formación

• Minimum 5 years of client-facing comprehensive financial planning experience.
• Series 6 or Series 7 license required (Series 7 preferred)
• Life & Health Insurance License preferred
• CFP®, ChFC®, RICP®, CLU®, or similar professional designation preferred but not required
• Proven experience delivering comprehensive financial planning services beyond insurance-only, banking-only, or investment-only environments
• Strong relationship-building and client retention skills
• Experience managing client households, high-net-worth clients, or transitioning from a senior client associate role is highly valued
• Must be comfortable operating in a 1099 independent contractor environment

Responsabilidades

• Serve as a trusted advisor, providing comprehensive financial planning and guidance to existing clients
• Develop personalized strategies covering retirement planning, investments, insurance, tax considerations, estate planning, and wealth preservation
• Manage and strengthen relationships with an assigned book of approximately 200+ existing households
• Conduct ongoing financial reviews and adjust recommendations based on client needs, life events, and market conditions
• Build referral networks and cultivate relationships within local communities to support business growth
• Deliver a high-touch client experience focused on long-term relationship management and client success
• Drive revenue growth through financial planning services, asset management, and client engagement initiatives

Conocimientos

Relationship-building

Client retention

High-net-worth clients

Independent contractor experience

Financial planning

Educación

Series 6/7 license

CFP®, ChFC®, RICP®, CLU® designation

Descripción del empleo

Job Title: Financial Advisor Locations: North Little Rock, AR | Tucson, AZ | Savannah District, GA | Tyrone, GA

Responsibilities:

• Serve as a trusted advisor, providing comprehensive financial planning and guidance to existing clients
• Develop personalized strategies covering retirement planning, investments, insurance, tax considerations, estate planning, and wealth preservation
• Manage and strengthen relationships with an assigned book of approximately 200+ existing households
• Conduct ongoing financial reviews and adjust recommendations based on client needs, life events, and market conditions
• Build referral networks and cultivate relationships within local communities to support business growth
• Deliver a high-touch client experience focused on long-term relationship management and client success
• Drive revenue growth through financial planning services, asset management, and client engagement initiatives

Requirements:

• Minimum 5 years of client-facing comprehensive financial planning experience
• Series 6 or Series 7 license required (Series 7 preferred)
• Life & Health Insurance License preferred
• CFP®, ChFC®, RICP®, CLU®, or similar professional designation preferred but not required
• Proven experience delivering comprehensive financial planning services beyond insurance-only, banking-only, or investment-only environments
• Strong relationship-building and client retention skills
• Experience managing client households, high-net-worth clients, or transitioning from a senior client associate role is highly valued
• Must be comfortable operating in a 1099 independent contractor environment

Compensation and Benefits:

• Employment Type: Direct Hire (1099 Independent Contractor)
• Schedule: Full-Time
• Location: On-site
• Salary: OTE over 100K plus additional monies based on other sales initiatives and years of experience
• $10,000 training stipend ($5,000 at start and $5,000 upon successful completion of training)
• Additional daily per diem provided during training
• Comprehensive advisor training program including remote and onsite instruction
• Immediate assignment of existing client households following training completion
• Established recurring income stream through residuals and trail compensation
• Unlimited earning potential through client growth and business development efforts

If you are an experienced Financial Advisor with a passion for helping clients achieve their financial goals and are seeking an opportunity with an established client base and strong long-term earning potential, we invite you to apply today.