Athol, MA · On-site
$60K - $150K/yr
The Financial Planner will join an established wealth management team affiliated with the nation's largest independent broker-dealer, supporting Cornerstone Bank's investment and insurance offerings.
Athol, MA · On-site
$60K - $150K/yr
The Financial Planner will join an established wealth management team affiliated with the nation's largest independent broker-dealer, supporting Cornerstone Bank's investment and insurance offerings.
Grand Island, NE · On-site
$19.25 - $23.50/hr
... management and co-workers. Ability to work in a team atmosphere and independently. Will provide unmatched customer service and exhibit the core values of Cornerstone Bank. WE OFFER: * Paid Holidays
Quick apply
Grand Island, NE · On-site
$19.25 - $23.50/hr
... management and co-workers. Ability to work in a team atmosphere and independently. Will provide unmatched customer service and exhibit the core values of Cornerstone Bank. WE OFFER: * Paid Holidays
Southbridge, MA · On-site
$20 - $21/hr
About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Southbridge, MA · On-site
$20 - $21/hr
About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Winchendon, MA · On-site
$21 - $22/hr
. About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Winchendon, MA · On-site
$21 - $22/hr
. About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Athol, MA · On-site
$42K - $52K/yr
About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Athol, MA · On-site
$42K - $52K/yr
About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Gardner, MA · On-site
$21 - $22/hr
. About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Gardner, MA · On-site
$21 - $22/hr
. About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Barre, MA · On-site
$21 - $22/hr
. About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Barre, MA · On-site
$21 - $22/hr
. About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Southbridge, MA · On-site
$41K - $51K/yr
About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Southbridge, MA · On-site
$41K - $51K/yr
About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Spencer, MA · On-site
$20 - $21/hr
About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
New
Spencer, MA · On-site
$20 - $21/hr
About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
New
Athol, MA · On-site
$20 - $21/hr
About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Athol, MA · On-site
$20 - $21/hr
About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Ashburnham, MA · On-site
$21 - $22/hr
. About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Ashburnham, MA · On-site
$21 - $22/hr
. About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Athol, MA · On-site
$20 - $21/hr
About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Athol, MA · On-site
$20 - $21/hr
About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Spencer, MA · On-site
$26.82 - $28.84/hr
Knowledge of Cornerstone Bank mortgage products. Ability to analyze customer needs, identify options for appropriate loan programs to discuss with the AVP Closing Manager and Secondary Market Manager.
Spencer, MA · On-site
$26.82 - $28.84/hr
Knowledge of Cornerstone Bank mortgage products. Ability to analyze customer needs, identify options for appropriate loan programs to discuss with the AVP Closing Manager and Secondary Market Manager.
Marquette, NE · On-site
$15.75 - $19.75/hr
... Cornerstone Bank employee benefit package. JOB RESPONSIBILITIES: Receive and process customer deposits, withdrawals, check cashing and loan payments accurately. Will be responsible for managing and ...
Marquette, NE · On-site
$15.75 - $19.75/hr
... Cornerstone Bank employee benefit package. JOB RESPONSIBILITIES: Receive and process customer deposits, withdrawals, check cashing and loan payments accurately. Will be responsible for managing and ...
Athol, MA · On-site
$21 - $22/hr
. About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
Athol, MA · On-site
$21 - $22/hr
. About Cornerstone Bank Cornerstone Bank was established in 2017, built on a legacy of community ... Consults with Manager where clarification or exception to Bank policy may be required. NOTE: These ...
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth ...
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth ...
The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.
The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.
Winchendon, MA · On-site
$26.82 - $28.84/hr
Knowledge of Cornerstone Bank mortgage products. Ability to analyze customer needs, identify options for appropriate loan programs to discuss with the AVP Closing Manager and Secondary Market Manager.
Winchendon, MA · On-site
$26.82 - $28.84/hr
Knowledge of Cornerstone Bank mortgage products. Ability to analyze customer needs, identify options for appropriate loan programs to discuss with the AVP Closing Manager and Secondary Market Manager.
$60K - $150K/yr
Full-time
Re-posted 18 days ago
About Cornerstone Bank
Cornerstone Bank was established in 2017, built on a legacy of community support and a commitment to helping individuals and businesses thrive. With deep roots in Worcester County and a strong presence throughout Central Massachusetts, Cornerstone combines the strength of a traditional bank with the personalized service of a local institution. Our community-based banking model allows us to deliver exceptional service with a personal touch—every time. At Cornerstone Bank, we foster a collaborative and inclusive workplace where innovation, teamwork, accountability, and excellence are more than just values—they’re how we work every day. We empower our employees to grow professionally, serve their communities, and deliver outstanding customer experiences.
Position Summary:
The Financial Planner will join an established wealth management team affiliated with the nation’s largest independent broker-dealer, supporting Cornerstone Bank’s investment and insurance offerings. This role is responsible for growing and retaining investment assets through an assigned territory and existing bank relationships, while actively developing new client relationships. The Financial Planner will leverage warm referrals from the bank, industry-leading technology, comprehensive planning tools, and marketing support to deliver tailored financial solutions. Successful candidates are client-focused, growth-oriented, and comfortable prospecting, presenting, and engaging within the community to drive net-new assets and long-term relationships. Financial Transition Assistance is available for qualified applicants.
This role is a base of $60,000 plus commission
Responsibilities and Accountabilities:
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to employees and customers.
The Financial Planner must be able to:
The business model includes:
Secondary Responsibilities
The Financial Planner performs duties specific to the position and other functions as assigned.
Qualifications:
Must have relevant product knowledge and required skills to execute the LPL business model.
Education / Training / Experience:
INDEPENDENT ACTION
Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required.
NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job.
Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
