We are seeking Financial Advisors to join our team!

 

An Investment Advisor Representative (IAR) with Cornerstone Asset Management Services, Inc. works directly with their clients to pursue their financial objectives. Cornerstone creates managed portfolios for IAR’s & their clients focusing on research and portfolio construction. This frees the IAR to truly focus on servicing their clients and gathering new assets. We can support fully independent (RIA only) or hybrid (RIA + B/D) reps. You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

 

Responsibilities:

• Advise clients on investment strategies and other financial decisions

• Assess clients' assets, liabilities and overall financial conditions

• Prepare presentations that recommend various financial products

• Review and communicate portfolio performance to clients

• Network and build relationships with new and existing client base

• Pursue and cultivate relationships with clients. Cornerstone works directly with High Net Worth individuals, institutions, corporations, foundations & endowments.

 

Qualifications:

• Previous experience in banking, financing, or other related fields

• Bachelor’s degree in a relevant field, Series 7, 24, 63, 65, 66, CFP or other similar credentials a plus

• Familiarity with investment products and services

• Ability to build rapport with clients

• Proven track record of asset growth

• Strong analytical and critical thinking skills

• Excellent written and verbal communication skills

 

Compensation:

• As a fee-based registered investment advisor, we offer competitive fee sharing for our IAR's - each individual is unique so there's no set 

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For more information or to apply - send your resume or any questions to: nanastasakis@cornerstoneassetmgmt.com or call the office today and speak with George or Nick!