Job Details

Cornerstone Advisory Group is a third-generation, family-owned firm with over 60 years of expertise. We specialize in helping small business owners, entrepreneurs, and individuals unlock the power of tax-smart financial planning. Backed by an in-house tax team, we're dedicated to providing personalized, proactive guidance to help our clients achieve their financial goals.At Cornerstone Advisory Group, we are guided by our core values. We expect every team member to embody these principles:We Do the Rightest ThingWe Go the Extra MileWe Have an Attitude of Gratitude and HumilityWe Cultivate Connections Through CommunicationWe Grow by Serving OthersPosition OverviewAs a Financial Advisor at Cornerstone Advisory Group, you'll play a critical role in managing and growing client relationships. This role combines strategic financial planning with a tax-focused approach to helping clients achieve their personal and business financial goals. You'll collaborate with our dedicated team of advisors, accountants, and client service associates to deliver a comprehensive client experience. Success in this position means offering thoughtful, ethical advice; implementing financial strategies aligned with client goals; and contributing to a collaborative, growth-oriented team environment.What You'll DoFinancial advisors have many roles and responsibilities, including but not limited to:Develop and deliver comprehensive financial plans tailored to client needs, including personal and business financial planning.Provide expertise across key financial areas, such as:Investment managementRetirement planningEstate planning and real estate analysisInsurance evaluationEmployee benefits reviewTax analysis and planningCash flow and debt managementEducate clients to empower informed financial decision-makingBuild strong, lasting relationships with clients by providing consistent, proactive communication and exceptional serviceCollaborate with team members during weekly staff meetings to improve processes and support firm initiativesContribute to the firm's growth by participating in strategic planning, marketing efforts, and service enhancementsWhat You Bring to the TableExperience : Minimum of 3 years in financial planning.Education : Bachelor's degree required; finance, accounting, or business preferred.Licensing : FINRA Series 7 and 66 required; insurance licenses required; CFP® designation preferred.Skills :Strong written and verbal communication skills with a client‑first attitude.Proficiency in MS Office - Word, Excel, Outlook, PowerPoint.Tech savvy with willingness to learn new software.Experience using financial planning tools like Redtail, Riskalyze, and MoneyGuidePro preferred.Exceptional organizational and interpersonal skills.Attributes :Passion for helping clients achieve financial success.Team‑oriented, ethical, and compliant with industry regulations.Self‑motivated, detail‑oriented, and proactive with a strong work ethic.Background : Must pass criminal and credit background checks.Why Join Us?Here's why you'll love it here:Integrated Financial & Tax Expertise : Work where clients benefit from a comprehensive suite of services including financial planning, tax planning, business consulting, tax preparation, accounting, and bookkeeping.Dedicated Team Approach : Collaborate with a talented group of professionals, including CFPs, CPAs, EAs, and client service associates, who each bring unique expertise to support our clients.Longevity & Growth : Join a well‑established firm that combines decades of experience with a forward‑thinking approach—and we're growing!Position Type : Full‑time (40 hours per week)Location : Idaho Falls, in‑office positionPay : Based on education & experienceBenefits :401(k) with safe harbor matchDental and vision insuranceFlexible spending accountPaid time offPaid holidaysPaid birthdayPaid parental leavePaid continuing education for licensingKitchen stocked with snacks & drinksReady to Apply?Send your resume and cover letter to: clientservice@meetcornerstone.com.#J-18808-Ljbffr