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CA
Cornerstone Advisor Group
Experienced Financial Advisor
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Virginia data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$106,908 / year median in Virginia
+2% projected growth
Job Description
Join us at Cornerstone Advisor Group, where your expertise as a Financial Advisor will flourish in a supportive, innovative environment. We empower you to build meaningful relationships with clients, offering personalized guidance while upholding our promise of integrity and collaboration. With us, you'll have the freedom to operate independently, backed by a strong infrastructure and ongoing support. Our commitment to your professional growth includes comprehensive training, mentorship, and access to robust tools, fostering a fulfilling career that makes a real impact. As an Experienced Financial Advisor, you'll play a crucial role in shaping clients' financial futures. We value creativity and collaboration, encouraging you to bring your ideas to the table. Enjoy unique benefits like flexible working hours and competitive salaries, all within a culture that prioritizes innovation and employee development. At Cornerstone, success is about more than growth—it's about making a difference. Let's build something extraordinary together.
Compensation:
$90,000 - $150,000Responsibilities:
Guide clients in developing personalized financial plans that align with their goals and values. Analyze market trends and economic data to provide informed investment advice. Foster long-term relationships with clients through regular communication and trust-building. Collaborate with team members to enhance service offerings and client satisfaction. Stay updated on industry regulations and compliance standards to ensure ethical practices. Utilize advanced financial tools to optimize client portfolios and maximize returns. Conduct workshops and seminars to educate clients on financial literacy and planning strategies.Qualifications:
Active Life Producer License in your state of residence (Virginia). Proven experience selling life insurance products and generating leads. Strong communication and phone skills. Business-driven mindset with the desire to grow a personal practice. Strong interpersonal skills and the ability to connect with clients from diverse backgrounds. Willingness to learn, grow, and continuously improve. Self-motivated professionals with a strong work ethic. Individuals passionate about helping others and making a positive impact. Confident, resilient, and relationship-focused advisors. Ethical, trustworthy, and committed to doing what's right for clients. Professionals who want to grow their own success while contributing to their community. 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.Benefits
- Dental Insurance