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.
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.
Assists the lead advisor as a “Client Relationship Manager,” which includes answering client questions about investment issues and updating the CRM with all issues related to client communications and/or investments.
Develops clientele of their own.
Follows up on leads to the firm.
Follows the prescribed workflow process for planning or reporting activity in preparation for client meetings or reviews.
Handles the Onboarding Checklist:
Performs Discovery Meeting prep – Assists advisor in preparation of initial meeting with prospect
Attends Discovery Meeting with advisor, take notes to be added to CRM
Performs Solutions Meeting prep – Assists advisor in preparation of solutions meeting with prospect, which may include the use of financial planning software such as MoneyGuidePro
Puts together client paperwork package, financial planning overview and fee information with the help of admin
Performs Implementation Meeting prep – Assists advisor in preparation of implementation meeting with prospective client
Activates client in financial planning software
Preps for 45-day review
Logs all activity into CRM
Handles the Client Review Checklist: Runs financial plan
Runs household accounts report
Runs asset allocation model review
Creates financial plan review with planning software for accounts under our management
Runs performance report
Adds all information to CRM
Works with lead advisor on client event presentations
Bachelor’s degree 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
About Cornerstone Financial Advisors
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.