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Associate Financial Advisor

Company: Cornerstone - Comprehensive Wealth Management
Location: Reno
Posted on: November 19, 2021

Job Description:

About Cornerstone:
Cornerstone is an independent and locally owned wealth management firm. Our goal is to help our clients achieve and maintain financial freedom. -Our most important resource is our team, which has a combined total of over 100 years in the industry. From our experienced financial planners to our client relations department, each member of our team plays a specific role in helping our clients achieve their financial goals.

Job Description:
Cornerstone is searching for a motivated and driven individual who is looking for a long-term career with a growing company. This is a great career opportunity for someone looking to advance their career as a financial advisor. As an Associate Financial Advisor, the ideal candidate will work directly with our seasoned advisory team in all aspects of the financial planning process. This includes case preparation, meeting with clients, building, implementing, and managing financial plans. The Associate Financial Advisor will also be working directly with prospects sourced by Cornerstone and moving them through the financial planning process to develop them into clients. If you are a detail-focused, dynamic individual who thrives in a team-oriented office setting, we are looking for you!

Major Responsibilities/Activities:
--- Preparing, presenting, and implementing customized comprehensive financial plans and portfolios
--- Providing financial planning services and technical advice to clients in all areas, including investment planning, insurance planning, tax planning, retirement planning
--- Work directly with prospects sourced by Cornerstone
--- Develop, manage, and retain client relationships
--- Interact with high-net-worth individuals
--- Apply and communicate complex financial planning concepts based on the client's situation
--- Coaching clients regarding planning options/products
--- Directing and overseeing plan production for client planning matters

Minimum Requirements:
--- Financial services experience (2+ years)
--- College degree
--- Licensing required: Series 65 and Life & Health Insurance
--- Strong organization, prioritization, and management skills
--- Strong mathematical and analytical skills
--- Excellent verbal and written communication skills

Financial Planning and Advice
--- Identify clients to engage or re-engage in planning relationships
--- Prepare for client meetings focused on planning discussions
--- Gather and enter client data into financial planning tools
--- Create planning deliverables
--- Perform case analysis and develop recommendations
--- Conduct and/or participate in client meetings to present -recommendations/deliver advice
--- Track/hold clients accountable to agreed-upon actions
--- Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts.
--- Determine the client's risk tolerance
--- Determine the client's time frame
--- Develop portfolio/robust product solution recommendations that will fit the client's risk tolerance and time frame
--- Run illustrations and hypotheticals
--- Develop appropriate product deliverables
--- Persuade clients to act upon advice/recommendations

Key Traits
--- Initiative
--- Ability to market to local clients
--- Strong interpersonal skills
--- Effective communications and persuasive ability
--- Analytical ability, persistence, and an entrepreneurial perspective to build a client base
--- Ability to adhere to rules and regulations as stated and required by Cornerstone
--- To be an associate financial advisor, you will need to have/obtain federal and state licenses and --- Registrations for securities - including:
--- Series 65 license
--- State life and health insurance license

Keywords: Cornerstone - Comprehensive Wealth Management, Reno , Associate Financial Advisor, Accounting, Auditing , Reno, Nevada

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