Cornerstone Wealth Advisors, Inc. (www.CornerstoneWealthAdvisors.com) is currently seeking candidates for a
three-year, full-time (in-person, hybrid, or remote) Financial Planning Resident for a residency to begin in mid-
2026. After these three years, our Resident will be exceptionally well-qualified to obtain an advisory career-track
position with an established financial planning firm or to begin your own enterprise. Among other things, you will
have established meaningful relationships (including hugs, tears and life planning conversations) with over 100
Cornerstone clients, participated in and/or led ~600 client meetings, become 'lead advisor' for several of our
increasing GenY clientele, written and presented multiple comprehensive financial plans, be as good as (or
better) at income tax planning than anyone in your undergraduate cohort, prepared detailed estate plans, and
mastered the Guyton/Klinger safe withdrawal 'guardrails.’ You will be ready to be the 'lead advisor' in almost any
client situation and will be an amazing team player in a professional environment. Each previous Resident
graduate successfully moved on to advisory positions at their top-choice financial planning firm.
In this salaried position, our Resident will gain real-life experience providing advice to clients in all areas of
financial planning and wealth management by working with our nationally-recognized team of professionals.
Responsibilities (progressing in involvement and complexity throughout the three years):
- Client Interaction
- Establish relationships with existing clients
- Participate in 4-5 client meetings each week from Day 1
- Complete follow-up communication and implementation from client reviews
- Participate in the new client discovery process
- Participate in the development and presentation of financial plans to clients
- Provide answers to client telephone and e-mail questions as capabilities increase
- Financial Planning Operations Support
- Prepare agendas and reports for 4-5 client review meetings weekly
- Submit portfolio trades online
- Update client data base in follow-up to review meetings
- Administrative Duties
- Assist in answering incoming calls
- Prepare forms for ongoing client plan implementation
- Scan and organize client documents into client database
- Assist Chief Compliance Officer
- Complete various financial planning and/or investment research projects as needed such as calculate weighted benchmark returns, project IRA balance using an expected rate of return and calculated RMD amounts, draft retirement income plans.
Qualifications:
- Trustworthy, ethical, appreciative, hard-working emerging professional
Requirements:
- Commitment to a career as a financial planning professional
- Completion of a financial planning curriculum at a CFP® Board Registered Program
- Outstanding academic achievement and related work experience
- Excellent oral and written communication skills
- Aptitude for applying financial planning knowledge to real-life situations
- High personal standards with a team-oriented, fun-loving nature toward colleagues
- Working familiarity with database and Microsoft Office software
Compensation:
- Steadily-increasing Base Salary
- Performance Bonuses as abilities and experience grow
- Individual/Family health insurance with Health Savings Account (HSA)
- Annual company contribution to HSA
- Long-Term Disability (60%) and Group Life Insurance – 100% company-paid
- 401(k) Plan with Company Match and Profit Sharing Plan (9-12% of Salary/Bonus)
- Paid holiday and personal time off (23+ days annually)
- Annual budget for CFP® Exam, review course, and FPA Residency
- Relocation allowance (if applicable)
- Annual FPA membership
- Introduction to our network of established planning firms around the country
Application:
Please email your resume and cover letter to olivia@cornerstonewealthadvisors.com by
May 19, 2025. Resumes will not be accepted without a cover letter that states why you
would be a good fit for this position and your three most defining characteristics or
attributes. This exercise is meant to show us your writing skills and ability to follow
directions, as well as to help us get to know you.