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Cornerstone Wealth Advisors, Inc Seeking Graduates for paid Residency in Financial Planning

10/04/2013

Cornerstone Wealth Advisors, Inc., is a comprehensive financial planning and wealth management firm in Minneapolis serving clients in over 25 states and several foreign countries. They are known nationally for their work and writings in retirement distribution planning, career path development for young financial planners and the national leadership of the Financial Planning Association (FPA). In 2010, they established their Residency in Financial Planning to serve the dual purpose of preparing select graduates of CFP Board registered financial planning programs for careers as financial planners in  their profession and to meet the advisory needs of the firm in serving their clients.

Cornerstone Wealth Advisors, Inc., is currently seeking candidates for a three-year, full-time Financial Planning Resident for a residency to begin in June 2014. In this salaried position, the Resident will gain experience in all areas of comprehensive financial planning and wealth management by working with their nationally-recognized team of CFP professionals. At the conclusion of these three years, the Resident will be exceptionally well-qualified to either obtain an advisory career-track position with an established financial planning firm or to begin their own enterprise.

Qualifications:

  • Trustworthy, ethical, appreciative, hard-working emerging professional
  • Commitment to a career as a financial planning professional
  • Completion of a financial planning degree at a CFP Board Registered ProgramOutstanding 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 as abilities and experience grow
  • Individual health insurance – 90% company-paid
  • Annual company contribution to Heath Savings Account
  • Long-Term Disability (60%) and Group Life Insurance – 100% company-paid
  • 401(k) Plan with Company Match
  • Profit Sharing Plan
  • Paid holiday and personal time off (23+ days annually)
  • Annual budget for Continuing Education
  • Reimbursement for CFP® exam prep course and CFP® Exam fee
  • Relocation allowance
  • Annual FPA membership with local chapter meeting season ticket
  • Introduction to our network of established planning firms around the country
  • Total first-year compensation: $55,000 - $62,000

Deadline: Applications close October 23rd at 8:00 am (Central Time)

Please respond in writing to andrea@cornerstonewealthadvisors.com

No phone inquiries

By mid-December, the finalists will be determined and will be invited to the Minneapolis office at the company's expense for a final interview in the ensuing weeks.