Careers

Client Service Associate

Williamsburg, VA

As our firm grows, we are looking for the right person to join our team to assist with client service requests and the maintenance of our clients’ financial plans. This is an existing role designed to assist the firm’s wealth advisors with review meeting preparation, interfacing with clients, and managing CRM details. We have a robust process with accompanying process manual. We strive to provide an environment that is team-oriented, engaging and allows employees to do their best each day.

View full responsibilities,  qualifications, and compensation here. When you are ready to apply, please send us your resume and cover letter using the link below.

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Financial Planning Services Coordinator

This position masters the financial planning process. They are engaged with the creation and updating of individual plans as well as monitoring the status of planning across the firm. They are strategic in recommending changes and enhancements to the planning process and deliverables. In addition, this position provides technical support to the advisor, including gathering and organizing client data, maintaining financial plan documents, and preparing reports and meeting documents. They should be up to date on the latest strategies and information related to personal financial planning. They do technical analysis of financial plans while creating client friendly presentations of the information. They collaborate with wealth advisors, specialists, and client service associates to ensure all client needs are met in a timely and complete manner. They communicate frequently with clients in meetings, on the phone and through email to provide financial planning and investment advice.

View full responsibilities,  qualifications, and compensation here. When you are ready to apply, please send us your resume and cover letter using the link below.

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Associate Wealth Advisor

This position collaborates with the wider team to provide the firm’s clients with excellent, detailed proactive and responsive service. They support the firm’s Wealth Advisors by responding to daily client needs and participating in meetings. They provide financial planning and investment advice to clients under the guidance of the firm’s Wealth Advisors. Through collaboration with the Commonwealth Investment Management & Research Team and participation in Cornerstone Wealth’s Investment Committee, they help build, maintain and implement firm model portfolios. They should stay up to date on the latest strategies and information related to personal financial planning and portfolio management.

View full responsibilities,  qualifications, and compensation here. When you are ready to apply, please send us your resume and cover letter using the link below.

Apply