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Financial Advisor

Employer
Cornerstone Financial Advisors
Location
Idaho Falls, Idaho
Salary
DOE
Closing date
Sep 11, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred
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Job Details

If you are genuinely interested in making a difference in the lives of our clients through your career – welcome home.

We are looking for a Servicing Financial Advisor that is an enthusiastic, quirky, articulate self-starter. Enjoys providing exemplary, energetic service and plays a central role in enhancing the client experience. Able to work effectively in a fast-paced, deadline oriented, team environment. For the right candidate, this position has the potential to evolve to an opportunity of a lifetime as the person gets bruised by experience and continues to grow.

About the Company

Cornerstone Financial Advisors is a team-based financial planning firm nestled in Eastern Idaho since 1962. Our team works together to manage the dreams, time, money and expectations of our clients. We are partnered with our sister firm Cornerstone Tax Services in providing tax-based financial planning and accounting services.

Position Summary

Responsible for managing existing client relationships, either working with a more experienced advisor or on their own. The individual may be responsible for formulating and implementing advice, but may also rely on technical specialists to develop product, investment, or planning recommendations.

Position Responsibilities

  • Development of comprehensive personal and business financial plans that are aligned with the financial goals and objectives of each client.
  • Contribute to the full range of financial planning areas, including cash flow management, debt management, retirement planning, estate plan review, real estate analysis, insurance evaluation, employee benefits review, tax analysis, investment management and education planning.
  • Embracing the investment strategy of the firm, providing education to clients, answering client questions, and delivering investment recommendations to help clients meet their goals and achieve financial health.
  • Participate in weekly staff meetings and interact with the rest of our team to improve procedures and grow the firm.
  • Adhere to all compliance procedures, follow firm and industry protocols and protect the interest of the client and the firm at all times.
  • Contribute to firm growth by developing referrals and leads. Participate in the planning and execution of firm level marketing to generate new clients and expand business development opportunities for the firm.
  • Periodic travel may be required as part of our group retirement practice for enrollment meetings.
  • Works with lead advisor on client event presentations

Qualifications

  • Bachelor’s or Master'sdegree in business, administration, accounting, finance, or similar field of study
  • Minimum of two years’ experience in the financial services industry
  • Series 7, 63, 65 and Life Insurance licensed
  • Strong interpersonal skills
  • Strong time management and organizational skills
  • Ability to prioritize and manage multiple projects
  • Ability to recognize and provide solutions to problems
  • Accounting experience preferred
  • Bi-lingual spanish speaker would be amazing!

Company

At Cornerstone Financial Advisors we are dedicated to providing our clients with the best possible financial solutions to assist them in pursuing their financial goals.
Find Us
Telephone
2085296643
Location
1858 E 1st Street
Idaho Falls
ID
83401-____
US
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