Financial Advisor

CornerStone Professional Placement

Fort Worth, TX

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JOB DETAILS

SKILLS

Accounts Receivable, Asset Management, Banking Services, Business Development, Business Growth, CLU, Community Support, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Support/Service, Estate Planning, Financial Planning, Financial Services, Health Insurance, High Net Worth, Insurance, Life Insurance, Retirement Planning, Revenue Growth, Sales, Sales Management, Series 6, Series 7, Strategic Planning, Training Program, Training/Teaching

LOCATION

Fort Worth, TX

POSTED

Today

Job Title: Financial Advisor
Locations: North Little Rock, AR | Tucson, AZ | Savannah District, GA | Tyrone, GA
CornerStone Professional Placement is seeking experienced Financial Advisors for a well-established financial services organization dedicated to helping clients achieve long-term financial security. These opportunities offer immediate access to an existing client base, strong income potential and the ability to operate as an independent business owner while receiving extensive training and support.
Responsibilities:
Serve as a trusted advisor, providing comprehensive financial planning and guidance to existing clients
Develop personalized strategies covering retirement planning, investments, insurance, tax considerations, estate planning, and wealth preservation
Manage and strengthen relationships with an assigned book of approximately 200+ existing households
Conduct ongoing financial reviews and adjust recommendations based on client needs, life events, and market conditions
Build referral networks and cultivate relationships within local communities to support business growth
Deliver a high-touch client experience focused on long-term relationship management and client success
Drive revenue growth through financial planning services, asset management, and client engagement initiatives
Requirements:
Minimum 5 years of client-facing comprehensive financial planning experience
Series 6 or Series 7 license required (Series 7 preferred)
Life & Health Insurance License preferred
CFP®, ChFC®, RICP®, CLU®, or similar professional designation preferred but not required
Proven experience delivering comprehensive financial planning services beyond insurance-only, banking-only, or investment-only environments
Strong relationship-building and client retention skills
Experience managing client households, high-net-worth clients, or transitioning from a senior client associate role is highly valued
Must be comfortable operating in a 1099 independent contractor environment
Compensation and Benefits:
Employment Type: Direct Hire (1099 Independent Contractor)
Schedule: Full-Time
Location: On-site
Salary: OTE over 100K plus additional monies based on other sales initiatives and years of experience
$10,000 training stipend ($5,000 at start and $5,000 upon successful completion of training)
Additional daily per diem provided during training
Comprehensive advisor training program including remote and onsite instruction
Immediate assignment of existing client households following training completion
Established recurring income stream through residuals and trail compensation
Unlimited earning potential through client growth and business development efforts
If you are an experienced Financial Advisor with a passion for helping clients achieve their financial goals and are seeking an opportunity with an established client base and strong long-term earning potential, we invite you to apply today. Send your resume to Allison Harrison at allisonh@cornerstonestaffing.com and call 817-635-0500 ext. 162 for immediate consideration.

About the Company

CornerStone Professional Placement

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