Strategic Financial Advisor jobs in United States
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C&A FINANCIAL GROUP · 12 hours ago

Strategic Financial Advisor

positionWall, NJ
timeFull-time
remoteOnsite
seniorityMid Level

C&A Financial Group is seeking a Strategic Financial Advisor to join their team in Wall, NJ. The role focuses on educating clients on cash flow strategies to enhance their financial prosperity without sacrificing their lifestyle, while also making recommendations for reallocating cash flow sources effectively.

Financial Services
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Culture & Values

Qualification

Financially OrientedPublic SpeakingGoal/Results MotivatedSelf-disciplinedNatural LeaderMulti-tasking

Required

Located in Wall, NJ
Very social and outgoing
Financially Oriented
Trustworthy
Goal/Results Motivated
Self-disciplined
Excellent at public speaking
Strong with multi-tasking
Excited by challenges
A natural leader and teacher
Wants to have an impact within their career
Wants to build meaningful relationships
Wants to control their future
Wants to be an entrepreneur and have their own business
Wants to continue learning throughout their career
Wants to have a great work-life balance
Wants to have unlimited income potential

Company

C&A FINANCIAL GROUP

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C&A FINANCIAL GROUP is a financial services company offering financial services.
dateFounded in 1982
location
Township Of Washington, New Jersey, USA
people-size51-200 employees
web-link
http://ca-strategy.com

Funding

Current Stage
Growth Stage

Leadership Team

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Frank J. Congilose
CEO - Managing Partner
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Jason Doviak
Partner
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Company data provided by crunchbase