Financial Advisor

EP Cornerstone Capital offers a hybrid remote role in El Paso, TX that centers on thoughtful financial guidance, lasting client relationships, and clear paths for growth. Enjoy access to dedicated financial planning services and paid training, aligned with a competitive salary range of USD 85,333 to 100,000 per year. The compensation package includes a 1099 contract structure, bonus opportunities, commission pay, and profit sharing, with a flexible schedule that typically spans 10 to 50 hours per week.

Overview

We are seeking a dedicated and knowledgeable Financial Advisor to provide expert guidance on investments, savings, and comprehensive financial planning. Your success will hinge on your ability to understand each client's unique financial situation, build strong relationships, and translate goals into tailored strategies that support long-term financial health.

Responsibilities

• Assess clients' financial situations and design tailored plans aligned with their goals.
• Offer counsel on asset management, cash management, and investment approaches.
• Conduct regular portfolio reviews to keep clients on track toward their objectives.
• Utilize technical tools to analyze financial data and generate comprehensive reports.
• Engage in sales activities to promote financial products and services that meet client needs.
• Maintain solid customer relationship management practices to foster trust and loyalty.
• Stay informed about industry trends, regulations, and market conditions that may influence client decisions.
• Collaborate with other financial professionals to deliver holistic client solutions.

Benefits

• Financial planning services
• Paid training

Compensation and Details

• Salary: USD 85,333 - 100,000 per year
• Job Types: Full-time, Part-time, Contract
• Expected Hours: 10 – 50 per week
• Work Location: Hybrid remote in El Paso, TX 79901
• Compensation Package: 1099 contract, Bonus opportunities, Commission pay, Profit sharing