Top 7 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
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9d
First Year Advisor/Learning Specialist
Bethany College —Bethany, WV
- Weekends as needed
- Background check
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
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Financial Advisor
F.N.B. Corp. —Wellsburg, WV
- Full-time
- Computer literacy
- Mid-level
- Office

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Financial Advisor
Cornerstone Advisor Group —Wheeling, WV
A required Bachelor’s degree in business administration, finance, or similarly related field. Active Life Producer License in your state of residence (Virginia…
$90,000 - $120,000 a year
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9d
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Bachelor’s degree in finance, accounting, or related field. Conduct financial analysis and provide recommendations on investment strategies, asset allocation,…
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personal financial advisors jobs near wheeling, wv

Financial Advisor

Cornerstone Advisor Group
Wheeling, WV

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Job Details

$90,000 - $120,000 a year
9 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.

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personal financial advisors jobs in wheeling, wv

Financial Advisor

First Year Advisor/Learning Specialist

Financial Advisor

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