Financial Advisor

M Financial Group Bethlehem , PA 18018

Posted 3 months ago

With more than 30 years of experience advising institutional clients, Cornerstone's breadth of experience and extensive resources have made them one of the most respected investment and insurance consulting firms in the region. Our team of advisors help organizations navigate changing market environments, so they can confidently realize their long-term objectives. Here, you'll work one-on-one with some of the most experienced professionals in our industry as you build your book of business providing high net worth clients and businesses with market-leading solutions, exclusively designed and priced to meet their needs.

Our Financial Advisors deliver a wide range of proprietary life insurance solutions available only through M Financial that are designed specifically to help our affluent clients and corporations manage risk, protect wealth, create legacies, and achieve their financial goals. As one of M Financial's exclusive Member Firms, our robust portfolio and unique industry partnerships give our Financial Advisors the freedom to be more creative in the solutions they build for our high net worth clients.

The earning potential is limitless, and our firm is 100% employee-owned, each employee/owner benefiting from our long-term success.

You'll need to have:

  • Experience working in a client-facing role, preferably in a consultative sales role.

  • The ability to thrive in an entrepreneurial sales environment with a high level of autonomy, independence, and interpersonal collaboration.

  • Passionate about becoming an insurance and financial service professional and obtaining registrations, licensing, and/or certifications relevant to the life insurance and financial services industry. (Series 7, Series 66)

  • Commitment to complete a two-year sales and industry training and development program for new Advisors.

  • A strong code of professional ethics and integrity.

  • 5-7 years of transferable work experience.

  • Bachelor's Degree required, MBA preferred.

We offer our Financial Advisors many resources to support their success, including a robust two-year curriculum and a compensation structure that leads the industry in its ability to help you reach your target goals. Learn more about our Magnet program for Financial Advisors.


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Financial Advisor

M Financial Group