Servicing Wealth Advisor

Job overview

The Servicing Wealth Advisor role is onsite in Huron, SD. The posting states a salary range of $60,000–$80,000 per year, depending on qualifications. The role is part of Cornerstone Financial Solutions’ Financial Planning Department and supports its mission to help clients grow, preserve, and enjoy their wealth. The advisor works with the advisor team to implement financial plans and provide a personalized client experience. The role prepares client data for meetings, analyzes information, develops plans aligned with client goals and values, maintains planning software records, and stays current on regulations and market trends.

What you'll do

• Collaborate with advisors on financial plan implementation
• review and update client data before meetings
• analyze client information and prepare recommendations
• build financial plans aligned with client goals and values
• maintain client data in planning software
• stay current on regulations, market trends, and industry practices.

What we're looking for

Skills & competencies

servicing wealth advisor

financial planning

client service

financial plans

investment products

financial markets

series 7

series 66

cornerstone financial solutions

huron sd

$60k–$80k/year

full-time

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with profit-sharing opportunity
• flexible spending account
• clothing allowance
• charitable giving leave
• paid time off
• education assistance
• performance-based bonuses.

Why this role

Requires a bachelor’s degree in finance, financial planning, accounting, or a related field and at least two years of experience in a financial advisory firm. Must be willing to obtain Series 7 and 66 licenses within 90–120 days of hire.

About the employer

Cornerstone Financial Solutions is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.