Offices in Shingle Springs: (530) 672-1703 
and Benicia: (707) 297-6954

  
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Financial Advisor

Financial Advisor

Do you enjoy financial planning and have the skills develop relationships?  If so, we’re looking for you!  Cornerstone Financial Group is a dynamic, financial-industry conglomerate located in Shingle Springs and Benicia Ca and we’re seeking a fully-licensed financial advisor who has a passion for financial planning, This position is tasked with developing new clients for CFG.


It is essential that you have a strong and comprehensive knowledge of both insurance and securities products, along with an understanding and belief in both asset accumulation & distribution; therefore being able to switch “hats” and adjust your financial planning accordingly.  Additionally, being able to truly understand the clients concerns & goals and identifying opportunities and solutions is a must.   You will be communicating new clients, therefore you must be helpful, personable, trustworthy and engaging. Your interactions will be phone-based and face-to-face, we’re looking for clear & concise communication skills with personality, personality, and more personality.

We’re a fun and energetic company and we want our employees to reflect our corporate philosophy and our commitment to top-notch service.  The ideal candidate will be a team player and have the confidence to be a “go-to” resource for our prospects and clients.  The right person for this position must be highly self-motivated in nature – you must be able to take action and makes things happen!

In addition to the skills referenced above, a strong candidate would meet the following criteria:

•         Preferably 5 years of sales experience in the financial-services industry;
•         Series 7 with Series 63/65 or Series 7 with Series 66, and life/health/variable insurance licenses are required;
•         Above average relationship-building skills and the ability to connect with people over the phone;
•         Self-motivated goal setter who enjoys working as part of team toward a common objective;
•         Ability to work collaboratively with different investment intuitions and be a Team Player.

This is a great opportunity for someone who has been in an external sales before but un able to find the key tools to help you help prospects and clients. Cornerstone Financial is always looking for the perfect person over the perfect resume, so if this position sounds like it matches your skill set, send us your resume and a cover letter explaining your unique qualifications.

Interested in joining Cornerstone Financial Group?
Feel free to tour our website (but DO NOT request any information you are not properly licensed to request) and then, if you feel you are the right fit for the position, please respond in the following manner:
Email the following to employment@cfgstrategies.com  

A 450+ word cover letter.
A copy of your resume.

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Craig Watkins is also a registered representative of USA Financial Securities Member FINRA/SIPC. www.finra.org Cornerstone Financial Group is not affiliated with USA Financial Securities. Craig CA license #0591010 Jason CA License #0K09349.Amber CA license #0H38785

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are authorized to transact securities-related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Craig: AZ, CA, GA, NV and OR.) For investment advisory services these states include: Craig- AZ, CA, NV, OR, and WA. Jason - CA. Amber-CA. Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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