Job Summary
Join an established independent wealth management firm where you can focus on what matters most—building meaningful client relationships and delivering comprehensive financial planning.
At Cornerstone Wealth Planning, you'll work with an established and growing client base, receive mentorship from experienced advisors, and have a clear path to becoming a Lead Financial Advisor as our firm continues to grow.
We're an independent, planning-focused wealth management firm that believes exceptional client relationships are built through thoughtful advice, collaboration, and always putting our clients' interests first.
We're seeking an experienced, client-focused Financial Advisor – Relationship Manager to join our team. This role is ideal for a licensed advisor with several years of experience who enjoys building long-term client relationships and delivering comprehensive financial planning.
Unlike many advisor positions, this role offers the opportunity to step into and deepen existing client relationships while continuing to grow your own Client base time. If you're looking for a long-term career where you can make a meaningful impact on clients and help shape the future of a growing independent firm, we'd love to hear from you.
Key Responsibilities
- Build and strengthen long-term client relationships by serving as a trusted advisor and delivering an exceptional client experience.
- Partner with senior advisors to prepare for and lead client meetings, with the opportunity to progressively assume primary responsibility for client relationships.
- Develop comprehensive financial plans, including retirement, investment, tax, insurance, education, and estate planning strategies tailored to each client's goals.
- Monitor client portfolios and financial plans, proactively recommending updates as clients' circumstances, goals, or market conditions change.
- Prepare financial analyses, investment reviews, and client presentations to support thoughtful, personalized recommendations.
- Execute investment trades and oversee the implementation of planning recommendations while ensuring accuracy and timeliness.
- Coordinate account openings, transfers, and other client service requests while maintaining accurate client records and documentation.
- Collaborate closely with operations, compliance, and fellow advisors to deliver an exceptional client experience and contribute to the continued growth of the firm.
Qualifications
- Bachelor's degree in Finance, Business, Economics, or a related field preferred.
- Active Series 7 and Series 66 (or equivalent) licenses required.
- Life and Health Insurance license preferred or willingness to obtain shortly after hire.
- CFP® certification or active pursuit of the CFP® designation is strongly preferred.
- Minimum of 2 years of experience in wealth management, financial planning, or investment advisory.
- Strong understanding of investment management and comprehensive financial planning.
- Excellent communication and interpersonal skills with the ability to build lasting client relationships.
- Highly organized, detail-oriented, and committed to delivering an exceptional client experience.
What Makes This Opportunity Different?
- Established Client Relationships: Work with an established and growing client base while gradually assuming responsibility for long-term client relationships.
- Planning-First Culture: Focus on comprehensive financial planning and fiduciary advice—not cold calling, sales quotas, or proprietary product requirements.
- Mentorship & Growth: Learn alongside experienced advisors who are committed to your professional development and long-term success.
- Clear Career Path: Grow into a Lead Financial Advisor role as the firm continues to expand, with increasing responsibility and leadership opportunities.
- Collaborative Team: Join a supportive, team-oriented environment where advisors, operations, and leadership work together to deliver exceptional service.
- Competitive Compensation & Benefits: Receive a competitive salary, performance-based bonus opportunities, comprehensive benefits, and support for ongoing professional development.
Pay: $75,000.00 - $115,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Retirement plan
- Tuition reimbursement
Work Location: In person
