Advisor Growth Specialist - Business Development

Cornerstone Planning Group is building a financial advisory firm designed for growth—for our clients, our advisors, and our team.

We are a culture-driven organization committed to meaningful work, lasting relationships, and creating an environment where financial advisors can build stronger businesses and more fulfilling careers. As Cornerstone enters its next stage of growth, we are seeking a driven and engaging Advisor Growth Specialist to help expand our advisor community.

This is a unique opportunity to help shape a growing advisor community at a pivotal stage in Cornerstone's evolution. Working directly with our Director of Advisor Growth and firm leadership, you'll build relationships with financial advisors, represent Cornerstone at industry events, and contribute meaningfully to the firm's long-term growth.

• Serve as the first point of contact for prospective financial advisors and advisory practices.
• Conduct targeted outreach through phone, email, text, Linked In, and other channels to build a qualified pipeline.
• Research prospective advisors and tailor outreach to their businesses, backgrounds, and goals.
• Communicate Cornerstone's value proposition effectively while adapting conversations to individual prospects.
• Generate a consistent flow of qualified introductory meetings for the Director of Advisor Growth.

• Partner with the Director of Advisor Growth to prepare for and attend conferences, networking events, and industry programs.
• Research attendees, identify priority prospects, and coordinate meetings before and during events.
• Confidently engage prospective advisors, communicate Cornerstone's story, and identify opportunities for continued dialogue.
• Document key insights and execute timely follow-up to convert event interactions into meaningful opportunities.
• Conduct timely and personalized post-event follow-up to turn new connections into lasting relationships and qualified opportunities.

• Develop rapport with prospective advisors and understand their businesses, goals, and challenges.
• Maintain thoughtful follow-up with prospects throughout the recruiting process.
• Coordinate meetings, advisor visits, presentations, and related logistics.
• Provide the Director of Advisor Growth with organized notes, context, and recommended next steps.

• Maintain accurate CRM records, activity tracking, notes, and follow-up schedules.
• Monitor key pipeline metrics, including outreach activity, engagement, meetings, and qualified opportunities.
• Partner with the Director of Advisor Growth to prioritize opportunities and maintain momentum.
• Re-engage long-term prospects and support advisors as they move through the recruiting process.
• Handle advisor and business information with professionalism and discretion.
• Support prospects as they advance through Cornerstone’s recruiting process, with the ultimate goal of welcoming well-aligned advisors to the firm.

• Share prospect feedback and marketplace insights with the advisor growth and marketing teams.
• Help connect marketing and event activity with measurable advisor-growth results.
• Test and refine communication, follow-up, and engagement approaches.
• Identify advisor needs and trends that can strengthen Cornerstone's value proposition.
• Support additional initiatives as the Advisor Growth function expands.

The Advisor Growth Specialist creates engagement and opportunity at the top of the pipeline and is responsible for…