video1.0<iframe src="https://www.loom.com/embed/7561f5f49e5c4d8b856a7242e57a04dc" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/7561f5f49e5c4d8b856a7242e57a04dc-9e3169c0bdbd859c.gif583.733333This Loom outlines the role Jerry Madaluna is hiring for at Luna Financial Group and explains how the practice operates. He describes an independent, three-person team bolted to Cornerstone Planning Group for SEC compliance, legal, and technology support while handling operations, planning, and client acquisition internally, using Wealthbox, E-money, Holista plan, PreciseFP, and reviewing AI-enabled estate planning software options. The position will support financial planning data gathering and analysis, including reconciling client data, coordinating missing documents, advising on stress testing and scenarios, and helping produce final plans and action item summaries. The associate currently works closely with him weekly or twice weekly, and the role is expected to start part time and potentially grow to full time.