Financial Advisor

Cornerstone Advisory Group • Full-time • Idaho Falls, ID, US • $65k / year • 1m ago

Financial Advisor

Cornerstone Advisory Group

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.

Position Overview

As 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 help clients achieve their personal and business financial goals.

You’ll collaborate closely with our lead advisor to gain hands on experience through direct mentorship. Over time, you will take on increased responsibility for managing existing firm relationships, developing new client relationships, and helping expand the firm's client base.

Success in this role is defined by providing thoughtful, ethical client guidance, building tailored financial strategies, and expanding our market presence by growing the firm's client base.

What You'll Do

Develop and deliver comprehensive financial plans tailored to client needs, including personal and business financial planning.

Ensure seamless service continuity by acting as the primary point of contact for client inquiries and time-sensitive operational tasks when other advisors are unavailable.

Provide expertise across key financial areas, such as:

Investment management
Retirement planning
Estate planning and real estate analysis
Insurance evaluation
Employee benefits review
Tax analysis and planning
Cash flow and debt management

Educate clients to empower informed financial decision-making.

Build and maintain strong, lasting relationships with clients by providing consistent, proactive communication and exceptional service.

Collaborate with team members during weekly staff meetings to improve processes and support firm initiatives.

Contribute to the firm’s growth by participating in strategic planning, marketing efforts, and service enhancements.

What You Should Bring to the Table

Experience: Minimum of 1 year managing client relationships and 3 years in financial planning

Education: Bachelor's degree required

Licensing: FINRA Series 7 & 66 required; Life and Health insurance licenses required; CFP® designation preferred

Skills:

Strong written and verbal communication skills with a client-first attitude.
Experience with financial planning tools is required.
Exceptional organizational and interpersonal skills.
Experience in managing client portfolios
Tax planning experience preferred.

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 bring unique expertise to every client relationship.
Longevity & Growth: Join a well-established firm that combines decades of experience with a forward-thinking approach—and we’re growing

Core Values: At Cornerstone Advisory Group, we are guided by our core values, and we expect every team member to align with and embody these principles: