Top 9 Personal Financial Advisors Jobs in Wheeling, WV

Financial Advisor
Cornerstone Advisor Group —Wheeling, WV
- $90,000 - $120,000 a year
- Hybrid work
- Computer literacy
- Finance
- Math
Quick Apply
6d
First Year Advisor/Learning Specialist
Bethany College —Bethany, WV
- Weekends as needed
- Background check
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
F.N.B. Corp. —Wellsburg, WV
- Full-time
- Computer literacy
- Mid-level
- Office
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Chief Financial Officer, North America
HelloFresh —United States
- $325,000 - $350,000 a year
- Full-time
- Hybrid work
- Office
- Mentoring
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays

Other jobs to consider

Find your next job by exploring related positions.

Accountant
The Ziegenfelder Company —Wheeling, WV
Responsible for the timely filing and paying taxes corporate and state. Bachelor's degree in Accounting, Finance, or related field.
Quick Apply
12d
Registered Nurse (RN) $7,000 Sign-on Bonus
Fox Run Center for Children and Adolescents —Saint Clairsville, OH
Currently licensed to practice by the Ohio State Board of Nursing. Graduate from an accredited program of professional nursing required; Bachelor’s Degree…
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Quick Apply
Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for Personal Financial Advisors in Wheeling, WV

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Personal Financial Advisors jobs near Wheeling, WV

Financial Advisor jobs in Wheeling, WV

Learning Specialist jobs in Michigan

Contract Specialist jobs in Maryland

Learning Specialist jobs in Los Alamos, NM

Learning Specialist jobs in Milwaukee, WI

Learning Specialist jobs in Providence, RI

Wealth Management Advisor jobs in West Harrison, NY

Financial Advisor jobs in Long Island, NY

Wealth Management Advisor jobs in Chandler, AZ

Property Management jobs in Torrance, CA

Wealth Management Advisor jobs in Naples, FL

Academic Advisor jobs in Elgin, IL

Wealth Management Advisor jobs in Westlake Village, CA

Financial Analyst jobs in Denver, CO

Clinical Advisor jobs in Remote

Financial Analyst jobs in Fairfax, VA

Financial Advisor jobs in Exton, PA

Financial Advisor jobs in South Carolina

Financial Advisor jobs in San Francisco, CA

Financial Analyst jobs in Frisco, TX

Financial Advisor

Cornerstone Advisor Group
Wheeling, WV

Quick Apply

Job Details

$90,000 - $120,000 a year
6 days ago

Qualifications

Life Insurance License
Financial sales
Lead generation
Life insurance knowledge
Math
Bachelor's degree
Financial product expertise
Prospecting
Business development within finance
FINRA License
Life insurance sales
Insurance sales
Experience practicing in the securities industry
Client interaction via phone calls

Full Job Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Compensation:

$90,000 - $120,000

Responsibilities:

Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
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
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
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

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

Qualifications:

Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
A required Bachelor’s degree in business administration, finance, or similarly related field

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

About Company

At Cornerstone Advisor Group, we believe financial planning is about more than products - it’s about people. Our advisors are empowered to build meaningful relationships, provide personalized guidance, and keep the promises they make to clients and each other. We foster a culture rooted in integrity, collaboration, and purpose, where success is measured not only by growth but by impact.

Our advisors operate with independence while benefiting from strong infrastructure, proven systems, and ongoing support. We invest in our people through comprehensive training, mentorship, and access to robust tools and resources - creating an environment where advisors can build sustainable, fulfilling careers while making a meaningful difference.

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in Wheeling, WV

Financial Advisor

First Year Advisor/Learning Specialist

Financial Advisor

Wealth Solutions Advisor

Chief Financial Officer, North America

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote

Other jobs to consider

Explore jobs in cities nearby

I want to receive the latest job alert for Personal Financial Advisors in Wheeling, WV

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected