Wealth Advisor: Build Client Portfolios & Grow Your Practice

Cornerstone Advisor Group; Wheeling (WV); On-site; USD 90,000 - 120,000; Full time

Job summary

Cornerstone Advisor Group is seeking a motivated financial advisor to join our team, helping clients achieve monetary goals through wealth management, strategic planning, and personalized service.

You will work closely with clients to tailor financial strategies and build a robust advisor-customer relationship.

Qualifications

• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• A required Bachelor's degree in business administration, finance, or similarly related field
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Active Life Producer License in your state of residence (Virginia or West Virginia)
• Proven ability to sell life insurance products and generate leads
• Excellent phone skills, with the confidence to reach out to new prospects and clients
• Business mindset with a strong drive to succeed and grow a personal business
• Strong interpersonal skills and the ability to connect with people from diverse backgrounds
• Eagerness and willingness to learn and improve

Responsibilities

• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Sell & Maintain Life Insurance & Annuities
• Sell & Maintain Assets Under Management
• Develop and maintain strong relationships with clients
• Provide tailored financial advice and solutions to clients
• Manage the sales process from lead generation to closing
• Continuously learn and apply new industry knowledge
• Collaborate with the team and share best practices
• Maintain accurate and up-to-date client records and compliance documentation

Skills

Math skills

Communication

Relationship skills

Phone skills

Sales mindset

Interpersonal skills

Willingness to learn

Education

Bachelor's degree in business/finance

Tools

CRM systems

Financial planning software

Microsoft Office

Google Suite

Job description

Our firm is rapidly expanding, and we are currently looking for a financial advisor to join our team. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Sell & Maintain Life Insurance & AnnuitiesSell & Maintain Assets Under ManagementDevelop and maintain strong relationships with clientsProvide tailored financial advice and solutions to clientsManage the sales process from lead generation to closingContinuously learn and apply new industry knowledgeCollaborate with the team and share best practicesMaintain accurate and up-to-date client records and compliance documentation Qualifications: • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Up-to-date FINRA Series 7 & 63/66 documents are a bonus • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • A required Bachelor’s degree in business administration, finance, or similarly related field • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Active Life Producer License in your state of residence (Virginia or West Virginia)Proven ability to sell life insurance products and generate leadsExcellent phone skills, with the confidence to reach out to new prospects and clientsBusiness mindset with a strong drive to succeed and grow a personal businessStrong interpersonal skills and the ability to connect with people from diverse backgroundsEagerness and willingness to learn and improve Compensation: $90,000 - $120,000

• Sell & Maintain Life Insurance & Annuities • Sell & Maintain Assets Under Management • Develop and maintain strong relationships with clients • Provide tailored financial advice and solutions to clients • Manage the sales process from lead generation to closing • Continuously learn and apply new industry knowledge • Collaborate with the team and share best practices • Maintain accurate and up-to-date client records and compliance documentation

Compensation:
$90,000-$120,000 per year