The Power of a Financial Planning Team

A Personal Perspective from Jill Mollner, MBA, CFP®

With nearly 20 years in the financial planning industry, I’ve seen firsthand how complex and personal financial decisions can be. Working with individuals and families, helping to navigate everything from retirement transitions to multi-generational planning, I’ve learned that having a strong team around you can make a world of difference.

At Cornerstone, I’m proud to be part of a financial planning team bringing depth, structure, and shared purpose to the way we serve our clients. You’re not just working with one advisor—you’re supported by a group of financial planners, professionals in specialized roles, and a dedicated support team, all working together to help you pursue what’s important to you.

 

Why Choose a Team of Financial Planners Rather Than a Solo-Operator?

Choosing a financial planning team means consistency, experience, and a depth of resources that usually isn’t possible with a single advisor model. At Cornerstone, our collaborative structure means you’re never left wondering who’s watching your plan, who’s handling your request, or what happens when change inevitably occurs.

 

How Cornerstone’s Team-Based Approach Sets You Up for Success

  • Layered Insight and Collaboration
    Your financial plan benefits from more than one set of eyes. At Cornerstone, we combine layers of insight from advisors, strategic roles across our team, and connections with strategic partners – collaborating to evaluate strategy, talk through decisions, and proactively look for opportunities that support your long-term goals.
  • Responsive Support Staff
    From scheduling and document processing to prompt follow-ups and building the #CornerstoneCommunity, our support staff plays an essential role in making your experience smooth, efficient, and personal.
  • Local, Independent Investment Thinking
    Our internal Investment Committee meets regularly to review and adjust investment strategies—not based on a distant corporate model, but on local insights, real conversations, and timely market awareness. We also collaborate with fund managers from respected firms like T. Rowe Price and Vanguard to broaden that perspective and keep your plan informed by a wider lens.
  • Built-In Continuity and Consistency
    Whether an advisor retires, transitions roles, or you experience a major life change, our team-based approach ensures that your plan continues without disruption. You’re not starting over—you’re moving forward with a team that already knows you and is ready to support your next chapter.

 

Not Sure Where to Start?

You Don’t Have to Do It Alone

You’ve worked hard to build what you have. You deserve a financial planning team that helps you protect it, grow it, and use it purposefully. At Cornerstone, our structure allows us to go beyond generic advice to deliver strategic, coordinated wealth management tailored to your goals.

We’re here to help you think bigger, plan better, and pursue what’s truly possible—with confidence and connection every step of the way.

 

Comprehensive Wealth Management, Not Just Investments

Our team approach covers every major area of wealth management to help ensure nothing important gets missed:

  • Investment Management
  • Protection Planning/Risk Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning Strategies

 

We can also coordinate with your CPA, attorney, and other financial professionals to offer a more aligned and comprehensive strategy for your financial life.

 

Education, Connection, and Proactive Support

More than simply managing your plan, we make sure you understand it, stay updated, and feel confident in the decisions ahead. That includes:

  • Regularly Scheduled Strategic Review Appointments
  • Weekly Market Update Emails
  • Quarterly Newsletters and Tax Reports
  • Educational Workshops
  • Small Group Events—because meaningful planning often starts with real conversations

 

You Deserve a Team That’s Focused on You

We’re here to help you think bigger, plan better, and pursue what’s truly possible—with confidence and connection every step of the way. If you’re ready to experience what a team-first approach can do for you, let’s talk, we’ve helped hundreds of people build a financial plan to reflect their values, timeline, and future lifestyle.

 

Contact us to schedule a strategic review today.

605-357-8553 in Sioux Falls

605-352-9490 in Huron

Or email cfsteam@mycfsgroup.com

Raymond James does not provide tax or legal advice. You should discuss these matters with the appropriate professional. CSP #839953. Exp. 7.11.26.

Director of First Impressions

This position has been filled. Please check back for future opportunities!

Director of First Impressions

Our Director of First Impressions position is an essential full-time position (in our Huron office) responsible for a clean, warm and inviting environment for anyone who interacts with our practice.

Your Mission: To ensure all clients, strategic partners, COIs, and potential clients of the Cornerstone community experience distinct, personal interactions with our practice that leaves them feeling seen, heard, and reassured.

What You Will Love To Do:

  • Connect and create a memorable experience with every interaction whether it be with a client, strategic partner, or visitor.
  • Greet our clients and prospective clients on the phone and in person.
  • Develop and provide WOW experiences to everyone who enters our office.
  • Champion a positive work environment for our team.
  • Embrace innovation by bringing new ideas and innovative solutions to enhance our client experiences and office operations.
  • Take advantage of opportunities for personal and professional growth to expand your skills and knowledge. 
  • Work with a team that is dedicated to making a real impact in the lives of our clients and the community.
The Cornerstone Team

You Are the Rockstar We Are Looking For If:

You are hardworking and dependable.

You are highly organized and have an ability to prioritize and stay focused.

You find it easy to empathize with others.

You have high standards for your work and focus on impact.

Excellence matters to you.

You are adaptable and resilient when faced with rapid-fire demands on your attention.

You are an optimistic, highly motivated self-starter and a quick learner.

You are resourceful ~ you have a “figure it out” attitude about new projects or tasks you haven’t done before.

You invest in people by building relationships and strive to understand how to meet their needs.

You are passionate, proactive and forward-thinking.

    You are humble.

    You lead your life, push through comfort barriers and don’t settle for the status quo.

    You have grit and thrive under pressure.

    You have outstanding communication skills; oral and written, and presentation and interpersonal skills needed to successfully interact with prospects, clients, financial professionals and other associates.

    You have previous administrative and or customer service experience.

    You have a general understanding of what branding is and isn’t.

    You are proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Calendar).

    You utilize basic AI tools to enhance efficiency and client engagement.

      Required Education and Experience:

      EDUCATION

      High school diploma or equivalent required

      Associate’s or bachelor’s degree preferred (but not required)

      EXPERIENCE

      2+ years of experience in a customer-facing role such as administrative support, reception, or customer service.

      Experience in a professional office environment is a plus.

      Familiarity with financial services or working in a highly regulated industry is a plus.

      LICENSES/CERTIFICATIONS

      No licenses are required for this position, but any relevant certifications in customer service, office administration, or related fields are a plus

      Benefits/Compensation

          • 401k with opportunity for profit sharing
          • Flexible Spending Account Program
          • Clothing allowance for CFS apparel
          • Charitable Giving Leave
          • Paid Time Off
          • Education Assistance
          • Salary range $33k-40k, depending on qualifications
          • Performance Based Bonuses

      Submit your resume and cover letter to: michelle@mycfsgroup.com or by mail to:

      Cornerstone Financial Solutions, Inc.

      280 Dakota Ave. S

      Huron, SD 57350

      605-352-9490

      Attn: Michelle Stahl

       

      Sioux Falls office located at 7408 S. Bitterroot Pl., Sioux Falls, SD 57108

      At Cornerstone, you’ll find a culture that emphasizes personal responsibility, excellence, open communication, mutual respect, and team environment. If you are committed to helping us make a difference, we look forward to hearing from you.

      We believe working with the team at Cornerstone will be one of the greatest experiences of your life.

      Do you have any questions?

      We would love to connect with you!