Financial Advisor

Cornerstone Advisor Group (CAG)
is seeking entrepreneurial candidates who are motivated in their ability to make an impact in people's lives and help their 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 in business for yourself, but not by yourself; you will be part of a growing company, where you drive your career 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 our clients and each other. The position is open immediately to an applicant who wants to grow their business, improve their clients' lives and their families in obtaining a strong financial future.

Job duties include, but are not limited to:

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

What We're Looking For:

• The mindset of a capitalist and the heart of an altruist
• High energy, a strong work ethic, and a positive, optimistic approach
• A passion for helping people and a strong sense of mission
• Confidence, resilience, humility, and total commitment to your work
• Integrity and trustworthiness in everything you do
• The desire to create your own success while making a meaningful impact in your community

Requirements:

• Active Life Producer License in your state of residence
• Proven ability to sell life insurance products and generate leads
• Excellent phone skills, with the confidence to reach out to new prospects and clients
• Entrepreneurial mindset with a strong drive to succeed and grow a personal business
• Strong interpersonal skills and ability to connect with people from diverse backgrounds
• Eagerness and willingness to learn and improve

Preferred Qualifications:

• Series 65, Series 7/66 licenses
• Experience managing assets under management (AUM)
• Prior experience in the financial services or insurance industry
• Familiarity with compliance regulations and client management practices

Perks:

• Strong Commissions and Investment Downlines
• Strong
  training system
  to set you up for success, regardless of experience
• Benefits from a non-match deposit into your 401(k), Health Insurance, Short-Term & Long-Term disability and more
• Trips, bonuses and incentives are available
• Opportunity to
  grow your business
  alongside the mission and vision of a rapidly growing company
• Team-oriented environment
  that provides collaboration and mutual support
• Be part of a
  Fortune 100 company
  with a rich history of success and a forward-thinking culture
• Potential
  transition package
  depending on your book of business

Office Locations:
Hybrid role with office locations in the following areas (for those without prior experience, in office attendance is required 100% of the time):

Virginia:

• Blacksburg
• Charleston
• Chesapeake
• Chevy Chase
• Fairfax
• McLean
• Richmond
• Roanoke
• Virginia Beach
• Warrenton
• Westchester
• Winchester

West Virginia:

• Morgantown
• Wheeling