Cornerstone Wealth Partners serves first-generation wealth builders — people who finally have money and need someone trustworthy to manage it. You don't need a finance degree or securities license to start — we sponsor your Series 65 exam and provide full licensing support. You'll work with clients on retirement planning, life insurance, and investment products. Average first-year advisor earns $112k; top performers are at $200k+ by year two. We provide all leads — no cold calling required. This is a relationship business and we train you to build it.
Ableness to get licensed (we sponsor). Coachable, client-first mindset. Comfortable with asking for referrals.