Servicing Advisor – Cornerstone Wealth Associates – Jobs in Morristown, NJ | OpenJobs AI

Job Details

Overview Company

Servicing Advisor

$200k/y-$300k/y

Cornerstone Wealth Associates

3 days ago

Highlight

OnsiteFull-timeMid

Summary

Cornerstone Wealth Associates is seeking a Servicing Advisor to join their team in Morristown, NJ. The role involves guiding clients through retirement planning, investment strategy, and wealth management.

About the Role

As a Servicing Advisor, you will serve as the primary advisor for assigned client relationships, lead planning conversations, and coordinate strategy with internal support teams. You will provide financial planning guidance, work closely with other advisors, and help identify organic growth opportunities through referrals and client service excellence.

About You

Required:

3+ years of experience in a financial advisory or wealth management role.
Must hold a Series 65 license.
Strong communication skills and a commitment to delivering client-first service.
A growth mindset that welcomes coaching and accountability.
Team-oriented mindset with the ability to collaborate across departments.
In-depth knowledge of investment strategies, market dynamics, and retirement planning.
Must be able to work on-site at our New Jersey office.

Benefits

Base salary + commission + performance bonuses.
Incentive travel opportunities.
In-house prospecting support (when applicable).
Health insurance and full benefits package.
401(k) with employer contributions.
A collaborative team culture focused on integrity, growth, and impact.
Leadership opportunities in a firm that values your voice and vision.

Cornerstone Wealth Associates

At Cornerstone Wealth Associates, we are an advisory and solutions-oriented firm committed to assisting affluent individuals, entrepreneurs, and their employees. We devise comprehensive plans designed to proactively navigate the evolving business climate and market trends. Our firm prioritizes our clients’ needs, collaborating closely to craft tailored plans. “These strategies aim to address immediate objectives while potentially enhancing earnings and savings through distinctive and often underutilized risk management and tax-efficiency methods, such as utilizing tax-deferred and Roth retirement accounts and planning withdrawals with the goal of staying in a lower tax bracket. Our goal is to help our clients earn more and retain more! Cornerstone Wealth Associates

Morristown, NJ