Lead Financial Advisor (Morristown)

About Us :

Cornerstone Wealth Associates is an independent financial services firm that helps clients build secure, purpose-driven retirements. Rooted in integrity, collaboration, and a commitment to client success, weve built a reputation for personalized planning and proactive service. Our team-oriented culture emphasizes long-term relationshipsboth with the families we serve and within our own ranks.

The Opportunity :

Were looking for a Lead Advisor who brings deep experience, market insight, and a passion for client relationships. Youll be a key member of our team, guiding clients through retirement planning, investment strategy, and wealth management. This is a high-impact role for someone who thrives in a collaborative, in-office environment and wants to be part of a growing, mission-driven team.

Grow and strive in a team environment. No prospecting necessary.

Key Responsibilities :

• Serve as the primary advisor for client relationships
• Lead planning conversations and coordinate strategy with internal support teams
• Provide financial planning guidance with a strong skillset of building relationships
• Work closely with other advisors to build consistency and scale across the firm
• Help identify growth opportunities through referrals and client service excellence

Qualifications :

What We Offer :

Take the Lead in Changing Lives Through Financial Guidance

If you're ready to step into a leadership role at a firm that values people over products and teamwork over ego, wed love to meet you.

Apply today and help shape the future of retirement planning at Cornerstone Wealth Associates.

Job Type : Full-time

Salary + Bonus, etc : $200,000.00 - $300,000.00 per year