Financial Advisor

About the job

Cornerstone Advisor Group is seeking passionate, driven, and dedicated professionals to join our team of Financial Professionals in Raleigh, NC. As a Financial Services Representative, you will play a pivotal role in helping individuals, families, and businesses achieve financial security and confidence.

You will offer tailored solutions that pursues clients’ insurance and financial planning needs, leveraging a wide range of products, including life insurance, annuities, retirement planning, and wealth management services.

If you're motivated by a purpose-driven career, enjoy helping others, and want to be part of an organization that values integrity, service, and growth, this is the perfect opportunity for you.

Key Responsibilities:

• Client Consultation: Meet with clients to understand their financial goals and concerns and offer customized solutions to help them achieve long-term financial security.
• Financial Product Guidance: Educate clients on a variety of financial products including life insurance, annuities, retirement planning solutions, and investment options.
• Relationship Management: Build and maintain strong, long-lasting relationships with clients by providing ongoing service, advice, and support.
• Sales & Business Development: Actively prospect and develop new clients by networking, attending events, and leveraging referrals.
• Financial Planning: Create personalized financial plans, considering clients' risk tolerance, tax situations, retirement goals, and estate planning strategy needs.
• Ethical and Professional Conduct: Adhere to all compliance and regulatory requirements, while ensuring integrity and honesty in all client interactions.
• Continuing Education: Stay updated on the latest financial services trends, products, and regulations through continuous learning and professional development.
• Collaborative Teamwork: Work closely with colleagues and mentors within National Life Group to share knowledge and grow professionally.

Qualifications:

• Education: Bachelor’s degree in finance, business, economics, or a related field preferred, but not required.
• Licensing: Must either possess or be willing to obtain the necessary financial services licenses (e.g., Life and Health Insurance, Series 65, Series 6 and Series 63).
• Experience: Prior experience in financial services, sales, or a customer-facing role is highly desirable.
• Skills: Strong interpersonal and communication skills; ability to explain complex financial concepts in a way clients can understand.
• Traits: Self-motivated, entrepreneurial, results-driven, and a passion for helping others.
• Technological Proficiency: Familiarity with financial planning tools and customer relationship management (CRM) software.

Benefits:

• Unlimited Earning Potential: * Commission-based income structure with no caps on earnings.
• Training and Mentorship: Comprehensive training and development program with access to seasoned professionals for mentorship.
• Flexible Schedule: Ability to set your own schedule and work independently.
• Growth Opportunities: Potential to build and manage your own book of business and achieve leadership roles within the organization.
• Community Impact: The opportunity to make a meaningful difference in the lives of your clients and their families.
• Health Insurance
• 401(k)
• Tuition Reimbursement

About National Life Group ®:

At National Life Group, we are a mission-driven and purposed-filled business. The cause of what we do is as important as the life insurance and retirement products we sell. And our cause is directed at the people who live and work on America’s Main Streets: To Do good in our communities and with the individual families we serve.

For 175 years, we have aimed to keep our promises to provide families stability in good times and in bad. And throughout that history, we have provided peace of mind to those families as they plan their futures.

National Life Group has built a culture of servant leadership with our values as its foundation:

Do good. Be good. Make good. National Life Group’s vision is to bring peace of mind to everyone we touch — our customers, our communities, and our colleagues. Join us.

Join our team and be part of a dynamic and rewarding work environment where your talents and contributions are valued and recognized!

*Compensation, benefits and incentive programs are based on various levels of production, years of practice and licensing. Not all packages are available to all representatives/agents. To offer securities and investment advisory services, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services Inc. (ESI), Member FINRA/SIPC, 4118 E. Parham Road, Richmond VA 23228. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. National Life Group is a trade name of NLIC and its affiliates. Cornerstone Advisor Group is independent of ESI.