WizeHire, Inc
Financial Advisor - Financial Professional
WizeHire, Inc, Raleigh, North Carolina, United States, 27601
Overview
Cornerstone Advisor Group • Raleigh, NC, US
Posted a day ago
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Qualifications
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Valid FINRA Series 7 & 63/66 preferred but not required
Compensation: $50,000 - $120,000
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.
#J-18808-Ljbffr
Posted a day ago
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Qualifications
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Valid FINRA Series 7 & 63/66 preferred but not required
Compensation: $50,000 - $120,000
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.
#J-18808-Ljbffr