Financial Advisor - Corner Wealth Management

Northwestern Mutual; Tysons (VA); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Corner Wealth Management in McLean, VA is seeking a Financial Advisor to develop trusted client relationships, design personalized financial strategies, and provide ongoing guidance to help individuals and families achieve their goals.

You will build plans across investments, retirement, insurance, education funding, and wealth management, with a focus on exceptional service, collaboration, and long-term financial outcomes for clients.

Formación

• Bachelor's degree preferred.
• Strong relationship-building and communication skills.
• Self-motivated, organized, and entrepreneurial mindset.
• Experience in sales, consulting, or client-facing roles is a plus.
• Passion for helping clients achieve financial success.
• Competitive performance-based compensation.
• Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more.
• Retirement and long-term financial planning benefits.
• Opportunity for career growth within a collaborative team environment.

Responsabilidades

• Build and maintain strong client relationships through networking and referrals.
• Develop customized financial plans based on each client's goals and needs.
• Provide guidance on investments, retirement planning, insurance, education funding, and wealth management strategies.
• Conduct regular reviews and adjust plans as clients' needs evolve.
• Deliver exceptional service and long-term financial support.

Educación

Bachelor's degree preferred

Descripción del empleo

At Corner Wealth Management, we help clients build, protect, and grow their financial future. As a Financial Advisor, you will develop trusted client relationships, create personalized financial strategies, and provide ongoing guidance to help individuals and families achieve their goals.

Responsibilities

• Build and maintain strong client relationships through networking and referrals.
• Develop customized financial plans based on each client's goals and needs.
• Provide guidance on investments, retirement planning, insurance, education funding, and wealth management strategies.
• Conduct regular reviews and adjust plans as clients' needs evolve.
• Deliver exceptional service and long-term financial support.

Qualifications

• Bachelor's degree preferred.
• Strong relationship-building and communication skills.
• Self-motivated, organized, and entrepreneurial mindset.
• Experience in sales, consulting, or client-facing roles is a plus.
• Passion for helping clients achieve financial success.
• Competitive performance-based compensation.
• Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more.
• Retirement and long-term financial planning benefits.
• Opportunity for career growth within a collaborative team environment.

Location: McLean, VA (In-Person)

About Corner Wealth Management

Corner Wealth Management is committed to helping clients make confident financial decisions through personalized advice, long-term relationships, and comprehensive wealth management strategies.