JOB DESCRIPTION
We are seeking an experienced Wealth Advisor - Relationship Manager to build and deepen trusted client relationships through comprehensive, goals-based financial guidance. This role is ideal for a Certified Financial Planner (CFP) professional with 5–10 years of experience working directly with clients in wealth management, financial planning, or advisory services. The successful candidate will serve as a primary point of contact for clients, helping them navigate investment, retirement, estate, and broader wealth planning needs while delivering a high-touch client experience.
This is an opportunity to join a client-centered team committed to delivering thoughtful, personalized wealth advice. You will work in a collaborative environment that values professional excellence, fiduciary care, and long-term relationship building. If you are passionate about helping clients make confident financial decisions and want to contribute to a high-quality advisory experience, we encourage you to apply.
RESPONSIBILITIES
- Manage and grow a portfolio of client relationships through proactive outreach, periodic reviews, and personalized service.
- Develop and maintain comprehensive financial plans tailored to each client’s goals, risk tolerance, time horizon, and life stage.
- Provide guidance across investment planning, retirement income strategies, estate and tax considerations, and cash flow management.
- Partner with internal specialists and external professionals, such as tax and estate planning advisors, to deliver coordinated solutions.
- Identify opportunities to deepen client relationships and expand assets under management through thoughtful, needs-based recommendations.
- Monitor market and economic trends and communicate relevant insights to clients in a clear, actionable way.
- Maintain accurate client records, document planning recommendations, and ensure compliance with firm policies and regulatory requirements.
- Support business development efforts through referrals, networking, and participation in client and community events.
SKILLS
- Experience working with high-net-worth individuals and families.
- Proficient with advisory platforms including financial planning software such as Money Guide or E-Money.
- Knowledge of regulatory and compliance standards applicable to advisory relationships.
- Strong consultative approach, with a focus on trust, responsiveness, and long-term partnership.
- Detail-oriented with strong analytical and problem-solving skills.
- Thrives in a team environment to provide exceptional client experience.
QUALIFICATIONS
- Certified Financial Planner (CFP) designation preferred or other industry designation such as JD, CPA, CTFA.
- 5–10 years of experience working directly with clients in wealth management, private banking, financial planning, or advisory services.
- Demonstrated ability to build, retain, and grow long-term client relationships.
- Strong knowledge of financial planning principles, investment strategies, retirement planning, and wealth transfer concepts.
- Excellent communication, presentation, and interpersonal skills, with the ability to explain complex financial topics clearly.
- Strong organizational skills and attention to detail, with the ability to manage multiple client relationships effectively.
- Bachelor’s degree in finance, business, economics, or a related field required.
Cornerstone National Bank & Trust Company is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability or genetic information.
