SERVICING WEALTH ADVISOR - HURON SD OFFICE

We are seeking a highly organized and detail-oriented Servicing Wealth Advisor in our Huron SD office. As part of the Financial Planning Department, you’ll help guide clients to a clear vision for what’s possible and create a financial plan to help achieve it.

The ideal candidate will thrive in a fast-paced environment, possess strong analytical skills, have a deep understanding of financial planning principles, and demonstrate a commitment to excellence in delivering personalized financial solutions.

The Cornerstone team's mission: OUR MISSION:<br /> To help clients grow, preserve & enjoy their wealth by caring more, listening more, and knowing more. Our clients will feel: Respected. Understood. Informed.

WHO IS CORNERSTONE FINANCIAL SOLUTIONS?

Imagine a world where every financial decision is made with clarity, confidence, and purpose. Where individuals and families don’t just retire—but thrive. At Cornerstone, we believe financial planning is about more than numbers. It’s about helping people live a life they love with impact, ensuring their needs are not only met, but met beyond their wildest expectations with quality service.

OUR MISSION: To help clients grow, preserve & enjoy their wealth by caring more, listening more, and knowing more.

OUR CLIENTS ARE:  Respected. Understood. Informed.

What You Will Love To Do:

    • Collaborate with advisor team to ensure seamless financial plan implementation and an exceptional client experience.
    • Review, organize and update client financial data prior to meetings.
    • Analyze client-provided information to prepare recommendations.
    • Build comprehensive financial plans, ensuring alignment with client’s goals and values.
    • Input and maintain accurate client data in financial planning software.
    • Collaborate with client relationship managers to ensure seamless workflow and efficient client service.
    • Stay up-to-date with financial regulations, market trends, and industry best practices.
    • There will be MANY opportunities to learn and grow. No day will be the same. You certainly won’t be bored!

You Are the Rockstar We Are Looking For If:

You are hardworking and dependable

You have strong analytical, organizational, and problem-solving skills

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

You have grit and thrive under pressure

You have high standards for your work and focus on impact

Excellence matters to you

You have a high level of confidentiality, professionalism, and attention to detail

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

You are passionate, proactive and forward-thinking 

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

You are detail-oriented with a commitment to accuracy and compliance

You have high standards for your work and focus on impact

You find it easy to empathize with others

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

You have outstanding communication skills; oral and written, and presentation and interpersonal skills

    Education, Qualifications, Certifications

    EDUCATION/EXPERIENCE

    Bachelor’s degree in Finance, Financial Planning, Accounting, or related field

    2+ years of experience in a financial advisory firm

    Familiarity with investment products, financial markets, and regulatory requirements (e.g., SEC/FINRA)

    Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro), CRM systems (e.g. Salesforce), and Microsoft Office Suite

    REGISTRATIONS/LICENSES/CERTIFICATIONS

    Must be willing to obtain securities licenses (Series 7 / 66) within 90-120 days of hire

    Preference given to candidates who already hold these licenses

    Financial planning certifications (CFP®, ChFC®, or similar) 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
            • Performance Based Bonuses

    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.

    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

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    Do you have any questions? We would love to connect with you!