Senior Financial Planner: Client Relationships & Strategy

Cornerstone Advisor Group; Richmond (VA); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Cornerstone Advisor Group in Richmond, VA seeks an Experienced Financial Professional to build lasting client relationships and provide personalized guidance. You will analyze client needs and craft tailored plans to help them achieve financial goals.

We offer comprehensive training, mentorship, and access to resources, plus flexible work arrangements and competitive pay. Join our team to grow professionally within a supportive, collaborative infrastructure.

Qualifications

• Active Life Producer License in your state.
• Experience in financial planning and client relationships.
• Ability to analyze complex financial situations and tailor strategies.
• Proven track record of teamwork to deliver comprehensive plans.
• Strong awareness of industry trends and regulatory changes.
• Ability to conduct regular reviews of financial plans.
• Proficiency with financial resources and systems.
• Confidence in leading client meetings and explaining strategies.

Responsibilities

• Develop and nurture long-term client relationships by providing personalized financial advice and solutions.
• Analyze clients' financial situations and create tailored strategies to help them achieve their financial goals.
• Collaborate with our team to deliver comprehensive financial plans that align with clients' needs and aspirations.
• Stay informed about industry trends and regulatory changes to ensure clients receive the most current and effective advice.
• Conduct regular reviews of clients' financial plans to ensure they remain aligned with evolving goals.
• Utilize our robust resources and systems to enhance service delivery and client satisfaction.
• Lead client meetings with confidence, ensuring clear communication and understanding of financial strategies and outcomes.

Skills

Client relationship management

Personalized financial advice

Team collaboration

Financial analysis

Regulatory awareness

Meeting leadership

Job description

Cornerstone Advisor Group in Richmond, VA seeks an Experienced Financial Professional to build lasting client relationships and provide personalized guidance. You will analyze client needs and craft tailored plans to help them achieve financial goals.

We offer comprehensive training, mentorship, and access to resources, plus flexible work arrangements and competitive pay. Join our team to grow professionally within a supportive, collaborative infrastructure.