CG Financial Services, through its CG Advisor Network, provides operational support, technology platforms, and consulting resources to independent financial advisors, enabling them to focus on client service and business growth.
Open Positions
Client Support & Relationship Manager
1-5 yrs experience in financial services. Strong communication & organization skills. Proficiency in Microsoft Office Suite & finance tech
Agency Producer
Results-driven individual with strong communication and teamwork skills required. Previous customer service or sales experience preferred
Business Development Specialist
Bachelor’s degree in business, finance, or related field or relevant experience in similar position; 1-4 years of experience as a Sales or Business Development Specialist, or similar experience; Excellent communication skills, both written and verbal, with internal and external stakeholders
Private Wealth Financial Advisor
Bachelor's degree in Finance, Business, Economics, or related field; 5+ years serving high-net-worth clients; Series 65
Sales Specialist - Financial Services
2-5+ years in sales support, CRM knowledge, and excellent communication skills