Cornerstone Wealth Corporation-posted about 1 year ago
$45,000 - $80,000/Yr
Full-time • Mid Level
Richmond, VA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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The Associate Wealth Advisor role at Cornerstone Wealth is designed to support the firm's wealth advisors in delivering and maintaining clients' financial plans. This position involves participating in client meetings, preparing financial reports, and conducting research to enhance the financial planning process. The firm emphasizes a collaborative and engaging work environment, aiming to provide personalized and proactive financial services to clients.
