You haven't searched anything yet.
Associate Financial Advisor Role:
About WH Cornerstone Investments
One thing we know for sure is that life throws many curve balls.
At WH Cornerstone Investments, we're not just a wealth management firm – we're a close-knit clan with a purpose. The death of a spouse, a divorce, the sale of your business, or even retirement can feel like insurmountable challenges. Helping our clients with plans of action and presenting ways to rebuild their financial (and personal) lives is truly our higher purpose.
Founded in 1996 by a dedicated husband-and-wife team, we've spent four decades providing high-touch, personalized service to our esteemed clients. Our niche lies in supporting widows on their financial journey, making a real impact on their lives and our team members must be comfortable and passionate about helping widows rise-up and navigate their path forward.
We value lifelong learning and growth, embodying a "constant and never-ending improvement" mindset. Our core values—authentic, thoughtful, straight shooter—drive us to do what's right for our clients and our team. Join us to be a part of a culture that's committed to collaboration, making a difference, and building a future where both clients and employees thrive.
We currently manage $165 million in assets in a fee-for-service model in both in-depth financial planning and money management.
Responsibilities will include but not limited to:
Requirements:
Salary and Benefits
Things that will Capture our Attention:
Full Time
$50k-64k (estimate)
06/11/2024
06/28/2024