CG Financial Services · 4 weeks ago
Private Wealth Financial Advisor
Charlotte,NC,US
Full-time
Onsite
Senior Level
5+ years expCG Financial Services helps individuals and families build, protect, and transfer wealth through personalized planning. They are seeking a dynamic Private Wealth Financial Advisor to manage relationships with high-net-worth clients and develop new opportunities through networking and strategic business development.
Financial ServicesReal Estate
Responsibilities
Serve as the primary advisor for high-net-worth and ultra-high-net-worth clients
Deliver comprehensive wealth management strategies (investments, estate, tax, risk, multigenerational)
Proactively identify, cultivate, and convert new client relationships
Collaborate with specialists and internal teams to deliver a seamless wealth experience
Demonstrate a Thirst for Knowledge through ongoing learning and industry awareness
Apply Innovative Problem Solving to complex planning scenarios
Operate with Authenticity with integrity, transparency, and no drama
Exhibit Self-Motivation in managing existing and potential client pipelines and delivering commitments
Positively Impact People by contributing to team culture and client outcomes
Qualification
Required
Bachelor's degree in Finance, Business, Economics, or related field
Series 65
5+ years serving high-net-worth clients
Strong business development track record
Excellent communication and relationship skills
Self-driven, curious, high-integrity professional
Preferred
CFP®, ChFC, CPWA strongly preferred
Benefits
Professional development and leadership growth opportunities.
Company
CG Financial Services
CG Financial Services is a financial services company offering estate planning, investments, and portfolio management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Adam Lesperance, CFP®, ChFC®, AIF®
Partner & Senior Financial Advisor
Dave Robinson The Family CFO
Partner
Company data provided by crunchbase