Job Description

CornerStone has partnered with a local company in their search for a Financial Advisor to support field agents on their Gulf Coast team with training on client engagement protocol, financial systems, plan design and strategy.  This person would join a growing team and report to the Director of the division.   We are seeking a candidate with 8+ years of experience, preferably certified (CFP, CPA or ChFC).  We are seeking someone that is collaborative, able to work across departments on projects, is personable is a relationship builder.  This positon will require frequent travel to the Gulf Coast to visit offices which they support.  
Requirements of the Financial Advisor supporting Gulf Coast Field Agents:
  • 8+ years in the Financial Advisory experience
  • Advanced Powerpoint
  • Ability to train field agents on software systems, products carried by the company and ways to improve the client experience
  • Extensive experience creating financial plans and helping field agents sale them to their target market
  • Ability to travel 30-50% of the time to gulf coast states.  If only visiting one office, gone 2 days, if more may be up to 5 days at a time.  The Financial Advisor controls their travel schedule
  • Must pass extensive background checking, fingerprinting, etc.
Benefits of the Financial Advisor supporting Gulf Coast Field Agents:
  • PTO (sick/vacation)-16 days
  • Generous base, plus bonus and ESOP Contribution
  • 2 days of Volunteer PTO
  • Tuition reimbursement
  • Covered parking
  • Free financial planning
  • Free on-site fitness center with exercise classes. Discounted personal training and massage therapy is available.
  • Free basic life, short term and long term disability and an employee assistance program
  • Company contributions to a Health Savings Account for the high deductible medical plan
  • Medical concierge service paid by the company via COMPASS to assist in finding cost effective medical services and dealing with billing discrepancies
  • charitable services and volunteer opportunities
  • Year-over-year gold winner of the American Heart Association Fit Friendly company
  • Library privileges
  • Concierge services with daily lunch specials, vendor sales, discount movie tickets and a free DVD library
  • A career development program
  • In-house training courses ranging from leadership development to basic computer skills
  • Employee recognition programs and quarterly all-employee luncheon
  • Yearly family social events
If interested, send your resume to Allison Harrison at and call 817-635-0500X162 for immediate consideration.

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