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Job Summary

Company
Cornerstone Financial Services LLC.
Location
Renton, WA 98057
Industries
Financial Services
Job Type
Full Time
Employee

Financial Planning / Advising

About the Job


About the Job


Consider a career as a Financial Advisor with Cornerstone Financial Services, LLC of Renton. Opportunities exist for experienced and new financial advisors. Former loan officers, mortgage brokers and accounting professionals tend to do well in our industry and candidates from a variety of backgrounds seeking employment in this growing industry are also encouraged to apply.


 


We are a values-based sales organization that offers:


 



  • Hands-on specialized training from industry experts who care about your success
  • Independent product assortment – you pick and choose from a wide range of services that work best for your clients
  • Marketing and sales support to enable you to focus on the needs of the customer
  • Comprehensive benefits and competitive compensation for experienced or entry-level associates
  • Flexible schedule and the backing to grow the business in a direction that makes the most sense to you
  • Technology to help you succeed

 


With a combined 40 years of financial services experience, Tom Hajny and Matthew Burklund founded Cornerstone Financial Services, LLC. Tom and Matthew created Cornerstone to provide comprehensive financial services and a holistic planning approach for their firms’ clients. They bring real passion for the financial services industry and feel that this is one of the best times ever to enter this career.


 


While many agencies focus on a limited scope and offer only life or property and casualty insurance, Cornerstone provides an all-inclusive one-stop approach. 


 


Cornerstone’s products include: 


 



  • Life and disability insurance
  • Major medical plans
  • Annuities
  • Long-term care insurance
  • Property insurance
  • Casualty insurance
  • Commercial insurance

 


Through its financial services division, Cornerstone offers retirement planning, estate planning, and investment planning while mutual funds, variable annuities and money management services are offered through the broker dealer Ameritas Investment Corp. Licensed with every health carrier in Washington State, Cornerstone sells plans to individuals and groups. 


 


Cornerstone’s process starts with a comprehensive look into each client’s situation and they develop a sense of what matters most too each person as they envision their financial future. As a trusted advisor, CFS planners seek to save clients money where possible and transfer the savings towards a more comprehensive program than clients previously thought possible.  


 


CFS looks at a range of contingencies such as: 



  • What happens if the client dies and cannot complete their financial plan for their family or business?
  • What happens when the client reaches retirement?
  • Will there be enough money to keep the client in their chosen life style long term?

 


CFS ensures that clients are planning properly so that they pass as much wealth to heirs as possible with minimal death and estate tax erosion. 


 


The economy and market changes have made many people scared and confused. With the closing of banks and brokerage firms, they may also feel abandoned. Individuals know that they need to do something but they don’t know how to chart through all the financial confusion alone. They are seeking greater financial safety and they want someone to mentor them through the myriad of choices before them. That is where Cornerstone comes in. Come join us.


 


To explore the ways in which you can experience personal growth and career fulfillment while building your expertise in the financial services industry, contact us today to begin the interview process. If you are an ambitious and detail oriented team player and want to help clients achieve financial success, send your resume to:


 


tomh@mycornerstonefinancial.com


 


Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA, SIPC. Cornerstone Financial Services, LLC and AIC are not affiliated.

 
 

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Cornerstone Financial Services LLC.