Servicing Wealth Advisor

WHO IS CORNERSTONE FINANCIAL SOLUTIONS:

Imagine a world where every financial decision is made with clarity confidence and purpose. Where individuals and families dont just retirebut thrive. At Cornerstone we believe financial planning is about more than numbers. Its about helping people live a life they love with impact.

OUR MISSION:

To help clients grow preserve & enjoy their wealth by caring more listening more and knowing more. Our clients will feel: Respected. Understood. Informed. Ensuring their needs are not only met but met beyond their wildest expectations with quality service.

SERVICING WEALTH ADVISOR JOB SUMMARY:

We are seeking a highly organized and detail-oriented Servicing Wealth Advisor to join the Financial Planning Department Team in our Huron office helping us maintain our high standards while guiding clients with a clear vision for what is possible and a creating a financial plan to help achieve it. The ideal candidate will thrive in a fast-paced environment possess strong analytical skills have a deep understanding of financial planning principles and demonstrate a commitment to excellence in delivering personalized financial solutions.

WHAT YOU WILL LOVE TO DO:

• Collaborate with advisor team to ensure seamless financial plan implementation and exceptional client experience
• Review organize and update client financial data prior to meetings
• Analyze client-provided information to prepare recommendations
• Building comprehensive financial plans ensuring alignment with Clients goals and values
• Input and maintain accurate client data in financial planning software
• Stay up-to-date with financial regulations market trends and industry best practices
• There will be PLENTY of opportunities to learn and grow. No day will be the same. You certainly wont be bored!

QUALIFICATIONS & SKILLS:

• Bachelors degree in Finance Financial Planning Accounting or related field
• 2 years of experience in a financial advisory firm
• Familiarity with investment products financial markets and regulatory requirements (e.g. SEC/FINRA)
• Proficiency with financial planning software (e.g. eMoney MoneyGuidePro) CRM systems (e.g. Salesforce) and Microsoft Office Suite

YOU ARE THE ROCKSTAR WE ARE LOOKING FOR IF...

• You are hardworking and dependable
• You have strong analytical organizational and problem-solving skills
• You are highly organized and have an ability to prioritize and stay focused
• You have grit and thrive under pressure
• You find it easy to empathize with others
• Excellence matters to you
• You have a high level of confidentiality professionalism and attention to detail
• You have outstanding communication skills; oral and written and presentation and interpersonal skills
• You are passionate proactive and forward-thinking
• You invest in people by building relationships and strive to understand how to meet their needs
• You are detail-oriented with a commitment to accuracy and compliance
• You have high standards for your work and focus on impact
• You are an optimistic highly motivated self-starter and a quick learner
• You lead your life push through comfort barriers and dont settle for the status quo

REGISTRATIONS / LICENSES / CERTIFICATIONS:

• Must be willing to obtain securities licenses (Series 7 / 66) within 90-120 days of hire
• Preference given to candidates who already hold these licenses
• Financial planning certifications (CFP ChFC or similar) are a plus

BENEFITS/COMPENSATION

• 401k with opportunity for profit sharing
• Flexible Spending Account Program
• Clothing allowance for CFS apparel
• Charitable Giving Leave
• Paid Time Off
• Education Assistance
• Salary Range $60000-$80000 depending on qualifications
• Performance Based Bonuses

IF THIS IS YOU

Submit your resume and cover letter to: or by mail to:

Cornerstone Financial Solutions Inc.

280 Dakota Ave. SHuron SD 57350

Attn: Michelle Stahl

We believe it will be one of the greatest experiences of your life.

Securities offered through Raymond James Financial Services Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. Cornerstone Financial Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services.

Huron office is located at 280 Dakota Ave. S Huron SD 57350