Financial Representative

Financial Representative

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.

Job Overview : Cornerstone Financial Team is a family-owned firm in Suwanee, Georgia, serving families and small business owners since 2001. Cornerstone Financial provides retirement planning, estate planning, investment management, and insurance solutions, delivering a team-driven VIP Client Experience that sets them apart. With the growing size of the practice, it is now time to add a financial representative to ensure clients receive the help they need.

Responsibilities :

• Build referral pipelines and develop strong partnerships to help develop and grow client relationships
• Prepare recommendations for financial solutions to clients based on their specific individual needs
• Provide financial planning support to clients using LPL Platforms
• Analyze financial data received from clients to develop strategies to meet their goals
• Recommend investment products and services that are suitable to the client
• Review client accounts on a regular basis
• Contact clients regularly to review portfolio and make any necessary recommendations
• Ability to prepare all appropriate forms and documents for customer accounts
• Develop, institute and maintain programs relating to new business development and sales promotions
• Handle customer inquiries and issues
• Take and execute trade orders
• Execute customer mailing campaigns, seminars, and other sales generating ideas
• Provide general administrative support
• Maintain accurate client files
• Adhere to all Compliance and Legal requirements
• Schedule appointments and prepare for meetings

What are we looking for?

We are looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements :

Pay Range : - / year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. This position is also eligible to earn sales incentive compensation. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview : LPL Financial Holdings Inc. (Nasdaq : LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.