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C&A FINANCIAL GROUP · 2 months ago

Strategic Financial Advisor

Wall Township, NJ

Full-time

Hybrid

New Grad, Entry Level

C&A Financial Group is a company that provides comprehensive strategic planning and guidance to help clients achieve financial prosperity. They are seeking a Strategic Financial Advisor, also known as a Cash Flow Strategist, who will build long-term relationships with clients and assist them in financial planning for significant life events and goals.

Financial Services

Culture & Values

Responsibilities

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

Qualification

Cash flow analysisFinancial planningPublic speakingClient acquisitionMulti-taskingSelf-disciplineSocial skillsLeadership

Required

Goal/Results Motivated

Very social and outgoing

Financially Oriented

Trustworthy

Self-disciplined

Excellent at public speaking

Strong with multi-tasking

Excited by challenges

A natural leader and teacher

Preferred

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

Company

C&A FINANCIAL GROUP

C&A FINANCIAL GROUP is a financial services company offering financial services.

Founded in 1982

Township Of Washington, New Jersey, USA

51-200 employees

http://ca-strategy.com

Funding

Current Stage

Growth Stage

Leadership Team

Frank J. Congilose

CEO - Managing Partner

Jason Doviak

Partner

Company data provided by crunchbase