Financial Advisor

4 months ago

Wall Township, United States C&A Financial Group Full time
Job DescriptionJob 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
Company DescriptionWho 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 DescriptionWho we are...\r
We coach our clients on how to "save more, without living less"\r
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."

  • Financial Strategy Consultant

    3 weeks ago

    Wall Township, United States C&A Financial Group Full time

    Position OverviewAs a Financial Strategy Consultant, you will receive comprehensive training in various aspects of our profession, including marketing, lead generation, client acquisition, cash flow analysis, and strategic financial planning. Our mentorship program is designed to assist individuals transitioning from college, career changers, and seasoned...

  • Financial Services Representative

    2 weeks ago

    Wall Township, United States New York Life - Wall, NJ Full time

    Job DescriptionJob DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in...

  • Client Financial Strategist

    3 weeks ago

    Wall Township, United States New York Life - Wall, NJ Full time

    Job OverviewOur organization is experiencing significant growth, and we are seeking a dedicated financial services representative to join our team at the entry-level. The perfect candidate will possess a strong desire to master the financial services industry, equipping themselves with the necessary skills for effective wealth management to assist our...

  • Financial Advisor

    3 months ago

    Clinton Township, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial AdvisorHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We...

  • Financial Services Representative

    1 month ago

    Wall Township, United States New York Life - Wall, NJ Full time

    Job DescriptionJob DescriptionOur firm is rapidly expanding and we are currently looking for a new financial services representative to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is...

  • Wealth Management Advisor

    3 weeks ago

    Wall Township, United States New York Life - Wall, NJ Full time

    Job OverviewOur organization is experiencing significant growth and is seeking a dedicated financial services representative to join our team at the entry level. The ideal candidate will possess a strong desire to learn the intricacies of financial services essential for effective wealth management, enabling our clients to meet their financial...

  • Financial Services Professional

    2 weeks ago

    Wall Township, United States New York Life - Wall, NJ Full time

    Job OpportunityWe are seeking a highly skilled and motivated Financial Services Representative to join our team at New York Life in Wall, NJ.Job SummaryThe ideal candidate will possess excellent communication and math skills, with a proven track record of building strong client relationships. They will be responsible for providing strategic product, plan,...

  • Financial Planning Consultant

    3 weeks ago

    Wall Township, United States New York Life - Wall, NJ Full time

    Job OverviewOur organization is experiencing significant growth and is in search of a dedicated financial services representative to join our entry-level team. The ideal candidate will possess a strong desire to learn the intricacies of financial services essential for effective wealth management, assisting clients in achieving their financial...

  • Financial Advisor

    4 months ago

    Voorhees Township, United States Columbia Bank Full time

    Job DescriptionJob DescriptionLocation: Camden/Ocean County - Southern New JerseySUMMARY: Incumbent is a dual employee of Columbia Bank and Cetera Investment Services LLC Responsible for providing financial advice, financial planning and investment management to serve the needs of the Bank’s consumer and business customers. Assesses the customer’s...

  • Automotive Service Advisor

    4 months ago

    Jackson Township, United States Firestone Jackson Full time

    Job DescriptionJob DescriptionJob Summary:We are seeking a highly motivated and customer-oriented Automotive Service Advisor to join our team at Firestone Jackson in Jackson Township, New Jersey. As an Automotive Service Advisor, you will be responsible for providing exceptional customer service and acting as a liaison between our customers and our...

  • Insurance Placement Specialist

    1 month ago

    Wall Township, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionSUMMARYWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...

  • Insurance Placement Specialist

    2 weeks ago

    Wall Township, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionSUMMARYWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...

  • Senior Financial and Taxation Specialist

    1 week ago

    Howell Township, New Jersey, United States Tempositions, Inc. Full time

    Job DescriptionJob Title: Senior Finance and Tax AccountantJob Summary:We are seeking a highly skilled Senior Finance and Tax Accountant to join our team at Tempositions, Inc. The ideal candidate will have a strong background in taxation and financial management, with experience in coordinating with internal accounting teams and external tax advisors.Key...

  • Title Insurance Sales Consultant

    3 weeks ago

    Wall, United States Weichert, Realtors Full time

    Weichert, Realtors is seeking a Title Closing Advisor I. This role is essential in enhancing the company's clientele and advocating for title insurance offerings.The Title Closing Advisor I will be responsible for:Acquiring title insurance requests from diverse clients such as real estate agents, legal professionals, mortgage brokers, financial institutions,...

  • Title Insurance Sales Consultant

    3 weeks ago

    Wall, United States Weichert, Realtors Full time

    Weichert, Realtors is seeking a Title Closing Advisor I. This role is essential in enhancing the Company's clientele and advocating for title insurance offerings. The Title Closing Advisor I will be responsible for: Acquiring title insurance orders from diverse clients such as real estate agents, legal professionals, mortgage brokers, financial institutions,...

  • Title Insurance Sales Consultant

    3 weeks ago

    Wall, United States Weichert, Realtors Full time

    Weichert, Realtors is seeking a Title Closing Advisor I. This role is essential in enhancing the Company's clientele and advocating for title insurance solutions. The Title Closing Advisor I will be tasked with engaging prospective clients, nurturing relationships, and ultimately fostering sales growth. Key Responsibilities: Secure title insurance orders...

  • Title Insurance Sales Consultant

    3 weeks ago

    Wall, United States Weichert, Realtors Full time

    Weichert, Realtors is seeking a Title Closing Advisor I to join our dynamic team. The successful candidate will be instrumental in enhancing our client outreach and advocating for our title insurance offerings. The Title Closing Advisor I will be responsible for: Acquiring title insurance orders from diverse clientele, including real estate agents, legal...

  • Sales Advisor

    2 months ago

    Whitehall Township, United States ActionLink Full time

    Job DescriptionJob DescriptionJoin our winning sales team to experience Sony, where today's innovation is transforming tomorrow's entertainment!ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in Whitehall PA 18052.  What's in it for you? Elevate your sales skills: Demonstrate...

  • Senior Manager, Clinical Advisor

    2 weeks ago

    Franklin Township, United States Terumo Medical Corporation Full time

    Job Summary:Senior Manager, Clinical Advisor is responsible for developing and implementing the clinical advisory vision and strategy in alignment with Medical Affairs and the organization. This role will develop and manage a highly technical, impactful team that support specialized projects within Medical Affairs Scientific Data & Communication (SD&C) and...

  • Wealth Advisor, Schwab Wealth Advisory

    1 week ago

    Township of Illinois, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...