Financial Advisor

Cornerstonefinancialadvisors; Idaho Falls (ID); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with safe harbor match

Dental and vision insurance

Flexible spending account

Paid time off

Paid holidays

Kitchen stocked with snacks & drinks

Job summary

A leading financial advisory firm in Idaho Falls is seeking a Financial Advisor to manage and grow client relationships while providing comprehensive financial planning services. The ideal candidate will have a Bachelor’s degree, at least 3 years of financial planning experience, and relevant licensing like FINRA Series 7 and 66. The role offers a collaborative team environment, competitive pay based on education and experience, and various benefits including 401(k) and paid time off.

Qualifications

• Minimum of 3 years of experience in financial planning.
• FINRA Series 7 and 66 required.
• Insurance licenses required; CFP® designation preferred.

Responsibilities

• Develop and deliver comprehensive financial plans.
• Provide expertise in investment management and tax planning.
• Educate clients for informed financial decision-making.

Skills

Strong written and verbal communication skills

Proficiency in MS Office

Experience with financial planning tools

Education

Bachelor’s degree in finance, accounting or business

Tools

Redtail

Riskalyze

MoneyGuidePro

Job description

Cornerstone Advisory Group is a third-generation, family-owned firm with over 60 years of expertise. We specialize in helping small business owners, entrepreneurs, and individuals unlock the power of tax-smart financial planning. Backed by an in-house tax team, we’re dedicated to providing personalized, proactive guidance to help our clients achieve their financial goals.

At Cornerstone Advisory Group, we are guided by our core values. We expect every team member to embody these principles:

• We Do the Rightest Thing
• We Go the Extra Mile
• We Have an Attitude of Gratitude and Humility
• We Cultivate Connections Through Communication
• We Grow by Serving Others

Position Overview

As a Financial Advisor at Cornerstone Advisory Group, you’ll play a critical role in managing and growing client relationships. This role combines strategic financial planning with a tax-focused approach to helping clients achieve their personal and business financial goals. You’ll collaborate with our dedicated team of advisors, accountants, and client service associates to deliver a comprehensive client experience. Success in this position means offering thoughtful, ethical advice; implementing financial strategies aligned with client goals; and contributing to a collaborative, growth-oriented team environment.

What You'll Do

Financial advisors have many roles and responsibilities, including but not limited to:

• Develop and deliver comprehensive financial plans tailored to client needs, including personal and business financial planning.
• Provide expertise across key financial areas, such as:
  • Investment management
  • Retirement planning
  • Estate planning and real estate analysis
  • Insurance evaluation
  • Employee benefits review
  • Tax analysis and planning
  • Cash flow and debt management
• Educate clients to empower informed financial decision-making
• Build strong, lasting relationships with clients by providing consistent, proactive communication and exceptional service
• Collaborate with team members during weekly staff meetings to improve processes and support firm initiatives
• Contribute to the firm’s growth by participating in strategic planning, marketing efforts, and service enhancements

What You Bring to the Table

Experience: Minimum of 3 years in financial planning.
Education: Bachelor’s degree required; finance, accounting, or business preferred.
Licensing: FINRA Series 7 and 66 required; insurance licenses required; CFP® designation preferred.
Skills:

• Strong written and verbal communication skills with a client‑first attitude.
• Proficiency in MS Office - Word, Excel, Outlook, PowerPoint.
• Tech savvy with willingness to learn new software.
• Experience using financial planning tools like Redtail, Riskalyze, and MoneyGuidePro preferred.
• Exceptional organizational and interpersonal skills.

Attributes:

• Passion for helping clients achieve financial success.
• Team‑oriented, ethical, and compliant with industry regulations.
• Self‑motivated, detail‑oriented, and proactive with a strong work ethic.

Background: Must pass criminal and credit background checks.

Why Join Us?

Here’s why you’ll love it here:

Integrated Financial & Tax Expertise: Work where clients benefit from a comprehensive suite of services including financial planning, tax planning, business consulting, tax preparation, accounting, and bookkeeping.

Dedicated Team Approach: Collaborate with a talented group of professionals, including CFPs, CPAs, EAs, and client service associates, who each bring unique expertise to support our clients.

Longevity & Growth: Join a well‑established firm that combines decades of experience with a forward‑thinking approach—and we’re growing!

Position Type: Full‑time (40 hours per week)
Location: Idaho Falls, in‑office position
Pay: Based on education & experience
Benefits:

• 401(k) with safe harbor match
• Dental and vision insurance
• Flexible spending account
• Paid time off
• Paid holidays
• Paid birthday
• Paid parental leave
• Paid continuing education for licensing
• Kitchen stocked with snacks & drinks

Ready to Apply?

Send your resume and cover letter to: [e-mail].