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Experienced Financial Professional

Richmond, VA $90k - $120k/yr Full time Posted 12d ago

Job Description

Overview

Cornerstone Advisor Group (CAG) is looking for driven, entrepreneurial financial professionals who are motivated to build and grow their own advisory practice with meaningful purpose for themselves and the families they serve. This role fits individuals seeking autonomy, purpose, and the opportunity to develop a successful advisory practice while making a real difference in their community. At CAG, you operate your own business, but you are supported by a collaborative team, proven systems, and long-standing partnerships backed by more than 175 years of financial expertise. Success is measured by integrity, relationships, and keeping promises to clients and to colleagues.

Location

Richmond, Virginia 23228

Responsibilities

  • Build and grow your own financial advisory practice
  • Help clients gain clarity, confidence, and long-term financial security
  • Be part of a mission-driven organization where people truly matter
  • Develop and implement personalized financial plans aligned with clients’ long-term goals
  • Analyze clients’ financial situations and recommend appropriate solutions
  • Build and maintain strong, trust-based relationships with clients
  • Conduct client meetings with clarity, professionalism, and purpose
  • Collaborate with internal teams and strategic partners to deliver comprehensive financial guidance
  • Utilize firm resources and partnerships to offer a wide range of financial products and services
  • Stay current on industry trends, regulations, and best practices through ongoing learning
  • You will have the freedom to drive your own success while leveraging the support, tools, and credibility of a respected firm

Compensation

Salary range: $90,000 – $120,000 per year

Qualifications

  • Active Life Producer License in your state of residence (Virginia)
  • Proven experience selling life insurance products and generating leads
  • Strong communication and phone skills
  • Business-driven mindset with the desire to grow a personal practice
  • Strong interpersonal skills and the ability to connect with clients from diverse backgrounds
  • Willingness to learn, grow, and continuously improve
  • Self-motivated professionals with a strong work ethic
  • Individuals passionate about helping others and making a positive impact
  • Confident, resilient, and relationship-focused advisors
  • Ethical, trustworthy, and committed to doing what’s right for clients
  • Professionals who want to grow their own success while contributing to their community

About Cornerstone Advisor Group

At Cornerstone Advisor Group, we believe financial planning is about more than products; it’s about people. Our advisors are empowered to build meaningful relationships, provide personalized guidance, and keep the promises they make to clients and to each other. We foster a culture rooted in integrity, collaboration, and purpose, where success is measured not only by growth but by impact. Our advisors operate with independence while benefiting from strong infrastructure, proven systems, and ongoing support. We invest in our people through comprehensive training, mentorship, and access to robust tools and resources, creating an environment where advisors can build sustainable, fulfilling careers while making a meaningful difference.

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