Financial Advisor

Cornerstone Advisor Group • Winchester, VA, US

Posted 2 days ago

Description

Cornerstone Advisor Group (CAG) is seeking candidates who are motivated by their ability to make an impact in people’s lives and help clients do the planning needed to achieve their long-term financial goals.

Our team will guide an individual’s drive into a thriving and purposeful financial advisory practice. You will be part of an expanding company and have an impact every day. Our partnerships mean you will be working in a culture where people matter and have for over 170 years. We believe that growth isn’t just about numbers, it's about keeping promises to clients and each other. The position is open immediately to an applicant who wants to expand their business, improve their clients’ lives, and their families, in obtaining a strong financial future.

Responsibilities

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

Qualifications

1. The mindset of a capitalist and the heart of an altruist
2. High energy, a strong work ethic, and a positive, optimistic approach
3. A passion for helping people and a strong sense of mission
4. Confidence, resilience, humility, and total commitment to your work
5. Integrity and trustworthiness in everything you do
6. The desire to make a meaningful impact in your community

Compensation

$50,000 - $120,000 yearly

About Cornerstone Advisor Group

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises; providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.