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Financial Advisor - Corner Wealth Management

northwestern mutualMcLean, VA

18 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAll Other Insurance Related Activities
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About the role

At Corner Wealth Management, we help clients build, protect, and grow their financial future. As a Financial Advisor, you will develop trusted client relationships, create personalized financial strategies, and provide ongoing guidance to help individuals and families achieve their goals.
Responsibilities: Build and maintain strong client relationships through networking and referrals. Develop customized financial plans based on each client's goals and needs. Provide guidance on investments, retirement planning, insurance, education funding, and wealth management strategies. Conduct regular reviews and adjust plans as clients' needs evolve. Deliver exceptional service and long-term financial support.
Qualifications: Bachelor's degree preferred. Strong relationship-building and communication skills. Self-motivated, organized, and entrepreneurial mindset. Experience in sales, consulting, or client-facing roles is a plus. Passion for helping clients achieve financial success.
Compensation & Benefits: Competitive performance-based compensation. Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more. Comprehensive health, dental, and vision benefits. Retirement and long-term financial planning benefits. Opportunity for career growth within a collaborative team environment.
Location: McLean, VA (In-Person)
About Corner Wealth Management Corner Wealth Management is committed to helping clients make confident financial decisions through personalized advice, long-term relationships, and comprehensive wealth management strategies.

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JOB OVERVIEW

Experience level

Senior

Location

McLean, VA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

18 days ago

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