Job Description

CornerStone has partnered with a Financial firm in their search for a licensed Financial Advisors to act a SME on a broad range of products the organization offers.  We are seeking Financial Advisors with active 7 & 63 or 6 and 63 licenses to handle incoming calls related to the company product offerings.  After time, we will cross train these employees to attend to trade calls as well.              
Requirements for the Financial Advisor:
  • Licensed in series 7&63 or 6&63 or passed their SIE and open to completing the series 7
  • Ability to work in an inbound call center; shifts designated by experience. Monday through Friday call center, open between 7am-6pm.  Works an 8 hour shift in this time frame
  • Clear and concise communication skills; written and verbal
  • Criminal background check will be conducted
Benefits for the Financial Advisor:
  • PTO (sick/vacation)
  • 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 descrepancies
  • 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

Application Instructions

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