Strategic Financial Advisor

C&A FINANCIAL GROUP; Wall Township (NJ); On-site; USD 80,000 - 100,000; Full time

Job summary

C&A Financial Group is seeking a Managing Director to join their team in Wall Township, NJ. This is an entrepreneurial role for individuals motivated by results and looking to make meaningful impacts on clients' financial journeys. The position allows for both financial and time freedom while providing comprehensive training and mentorship.

Benefits

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

Qualifications

• Desire to control their future and be an entrepreneur.
• Excited to continue learning throughout their career.
• A passion for helping clients financially plan.

Responsibilities

• Connect with clients to help them with financial planning.
• Build long-term relationships with clients.
• Utilize training programs and mentorship.

Skills

Goal/Results Motivated

Very social and outgoing

Financially Oriented

Trustworthy

Excellent at public speaking

Strong with multi-tasking

Excited by challenges

Natural leader and teacher

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from C&A FINANCIAL GROUP

Living and Giving Meaningful Experiences | Managing Director

Our advisors are known as "Cash Flow Strategists" to our clients. A Cash Flow Strategist with our organization has an incredible opportunity to have both time and money freedom in their career. This results-based career is an excellent opportunity for the entrepreneurial-spirited person who enjoys connecting with and helping people. You have the opportunity to build long-term, meaningful relationships with your clients, as you help them financially plan for their biggest life events and goals.

We offer extensive training on all aspects of our career; marketing, lead generation, client acquisition, cash flow analysis, and cash flow strategies. We also utilize a mentorship program to help college graduates, career changers, and experienced advisors quickly learn our philosophy and client process.

At C&A Financial Group, we are looking for a very specific individual to be an asset to our organization. This career would be a perfect fit for someone who is:

• Goal/Results Motivated
• Very social and outgoing
• Financially Oriented
• Trustworthy
• Excellent at public speaking
• Strong with multi-tasking
• Excited by challenges
• A natural leader and teacher

AND

Wants to:

• Have an impactful career
• Build meaningful relationships
• Control their future
• Be an entrepreneur and have their own business
• Continue learning throughout their career
• Have a great work-life balance
• Have unlimited income potential

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Financial Services, Investment Advice, and Insurance

Referrals increase your chances of interviewing at C&A FINANCIAL GROUP by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

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