Independent Financial Advisor (1099) - Immediate Client Base

CornerStone Professional Placement; Savannah (GA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

$10,000 training stipend

Comprehensive advisor training program

Unlimited earning potential through client growth

Job summary

CornerStone Professional Placement is seeking experienced Financial Advisors in Savannah, GA, to provide comprehensive financial planning services. This role offers strong income potential through an established client base, extensive training, and the ability to operate as an independent business owner.

The ideal candidate will have a minimum of 5 years of client-facing experience and relevant licenses, delivering personalized strategies while managing relationships with existing households.

Candidates are invited to apply for this direct hire opportunity with competitive compensation and benefits.

Qualifications

• Minimum 5 years of client-facing comprehensive financial planning experience.
• Series 6 or Series 7 license required (Series 7 preferred).
• Experience managing client households or high-net-worth clients is highly valued.

Responsibilities

• Provide comprehensive financial planning and guidance to existing clients.
• Develop personalized strategies for retirement planning and wealth preservation.
• Manage relationships with approximately 200+ existing households.

Skills

Client-facing financial planning experience

Relationship-building skills

Experience managing high-net-worth clients

Education

Series 6 or Series 7 license

Life & Health Insurance License

Job description

CornerStone Professional Placement is seeking experienced Financial Advisors in Savannah, GA, to provide comprehensive financial planning services. This role offers strong income potential through an established client base, extensive training, and the ability to operate as an independent business owner.

The ideal candidate will have a minimum of 5 years of client-facing experience and relevant licenses, delivering personalized strategies while managing relationships with existing households.

Candidates are invited to apply for this direct hire opportunity with competitive compensation and benefits.