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
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
Director of Operations
7–10+ years of operational leadership experience, ability to scale operations, experience managing teams and cross-department initiatives, strong strategic thinking and hands-on execution
Project Manager
Bachelor's degree, 3-5 years of project management experience, and PMP certification
Associate Portfolio Manager
3+ years of experience in portfolio management or related field, valid Series 65 license, and advanced proficiency in MS Office and rebalancing systems
Operations Manager
1-5 years of experience in agriculture, farm management, or a related field, with knowledge of pheasant or upland bird management
Property & Casualty Insurance Trainer
3-5 years of experience, Bachelor's degree, Training or instructional experience, Strong communication and presentation skills
Insurance Sales Specialist
Active Life and Health Insurance License, 3-5 years of insurance sales experience, and demonstrated track record of meeting or exceeding production goals