At C&A Financial Group, our advisors are known as Cash Flow Strategists —trusted partners who help clients plan for life’s biggest events and achieve their financial goals. This is more than a career; it’s an opportunity to enjoy both time and financial freedom while building a business that makes a lasting impact.
Why Join Us
- Be part of a team of subject matter experts who collaborate as a virtual family / private office , offering clients holistic guidance and support in all aspects of their finances
- Extensive training in marketing, lead generation, client acquisition, and cash flow strategies
- Mentorship program designed to support college graduates, career changers, and experienced advisors
- Results-driven career path with unlimited income potential
- A proven process and philosophy that empowers you to succeed
What You’ll Do
Build long-term, meaningful relationships with clientsGuide individuals and families through financial planning for major life milestonesApply cash flow analysis and strategies to help clients achieve financial confidenceWork alongside diverse experts to deliver comprehensive solutionsGrow your own business while enjoying flexibility and balanceYou’ll thrive in this role if you are :
Goal-oriented and motivated by resultsOutgoing, social, and confident in public speakingFinancially minded, trustworthy, and self-disciplinedStrong at multitasking and energized by challengesA natural leader, teacher, and lifelong learnerPlease note :
Compensation is a commission-based / results-based structure.Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.