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
Compliance Associate
Analytical and problem-solving skills, attention to detail, clear communication, organizational skills, and ability to follow established processes
Research Analyst
Strong analytical mindset, valid Series 65 license, and advanced proficiency in Microsoft Excel required
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
Insurance Internship
Bachelor's degree in finance, business, economics, marketing, or a related field. Strong communication and analytical skills, with interest in wealth management and financial planning