Strategic Financial Advisor

Job Description

Job Description

We offer extensive training on all aspects of our career; marketing, lead generation, client acquisition, cash flow analysis, and cash flow strategies. We also utilize a mentorship program to help college graduates, career changers, and experienced advisors quickly learn our philosophy and client process.

Our advisors are known as Cash Flow Strategists to our clients. A Cash Flow Strategist with our organization has an incredible opportunity to have both time and money freedom in their career. This results-based career is an excellent opportunity for the entrepreneurial-spirited person who enjoys connecting with and helping people. You have the opportunity to build long-term, meaningful relationships with your clients, as you help them financially plan for their biggest life events and goals.

At C&A Financial Group we are looking for a very specific individual to be an asset to our organization. This career would be a perfect fit for someone who is:

• 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

AND

Wants to:

• 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

Who we are...
We coach our clients on how to "save more, without living less!"
C&A Financial Group provides comprehensive strategic planning and guidance, helping our clients to make informed, sound decisions to achieve the highest level of prosperity with their business and personal assets. Our philosophy is based upon cash flow. Identifying wealth accumulation, protection, distribution, and preservation strategies for families and privately held business owners. We not only implement a customized comprehensive plan that is tailored to our clients’ financial success, we also continuously monitor their success on an ongoing basis to ensure their assets are protected and they are successfully working toward a secure future. Our approach looks at the many facets of our clients' financial picture and integrates those elements into a cohesive plan to help them, "Save more without living less."

Company Description

Who we are...\r\nWe coach our clients on how to "save more, without living less!"\r\nC&A Financial Group provides comprehensive strategic planning and guidance, helping our clients to make informed, sound decisions to achieve the highest level of prosperity with their business and personal assets. Our philosophy is based upon cash flow. Identifying wealth accumulation, protection, distribution, and preservation strategies for families and privately held business owners. We not only implement a customized comprehensive plan that is tailored to our clients’ financial success, we also continuously monitor their success on an ongoing basis to ensure their assets are protected and they are successfully working toward a secure future. Our approach looks at the many facets of our clients' financial picture and integrates those elements into a cohesive plan to help them, "Save more without living less."