Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Join Cornerstone Wealth Strategies as our Client Service Specialist, where you’ll support our team of financial advisors and help deliver an exceptional client experience. In partnership with LPL Financial, you’ll have access to innovative resources, a collaborative environment, and the opportunity to make a meaningful impact on both our clients and our growing practice.

Cornerstone Wealth Strategies is a financial planning and investment management firm located in Kennewick, Washington. As a boutique firm, we specialize in providing comprehensive, personalized financial planning and wealth management services. Our team of fourteen advisors and support staff operates in a highly efficient, team‑oriented environment designed to deliver a unique and deeply client‑focused experience. As we continue to expand, we are looking for talented professionals who share our commitment to excellence.

Job Overview:

We are seeking to add a team member who will play a crucial role in supporting financial advisors and ensure an exceptional client experience. This position is responsible for administrative tasks, client relationship management, and operational support within the office.  

Responsibilities:

• Perform administrative, operational, and customer support tasks

• Maintain communication with current clients via mail, email, and phone

• Answer phones and schedule appointments

• Basic graphic design for marketing materials and social media

• Assist with planning and coordinating client events

What are we looking for?

A bright, friendly, and detail‑oriented team member who can help deliver a premium client experience. Ideal candidates will bring warmth and professionalism to every interaction and will thrive in a fast‑paced environment.  Candidates should be team‑oriented and are eager to grow within a dynamic, client‑focused wealth management team.

Requirements:

• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners

• Proficiency in Microsoft Word, Excel, Power Point and Outlook; Client Relationship Management applications

• Ability to multi-task and follow through on projects and tasks

• Strong written and verbal communication skills with the ability to present complex information clearly

Core Competencies:

• High attention to detail

• Strong organizational skills

• Excellent client service mindset

• Ability to work independently and collaboratively

Preferences:

• Associate or bachelor’s degree, preferably in business, accounting or finance.

• Prior experience in the financial services industry

• Administrative experience in a professional services environment

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