Strategic Financial Professional

5 days ago


Wall Lake, Iowa, United States C&A Financial Group Full time
Job Description

We are seeking a skilled Strategic Financial Professional to join our team at C&A Financial Group. As a key member of our organization, you will have the opportunity to work closely with clients to develop and implement comprehensive financial strategies.

Cash Flow Strategists within our company enjoy an incredible level of autonomy and flexibility in their career, allowing them to achieve both time and money freedom. Our results-driven approach is perfect for entrepreneurial-minded individuals who thrive on connecting with people and helping them achieve their goals.

To succeed in this role, you must be:

  • Goal-oriented and results-driven
  • Outgoing and highly social
  • Passionate about personal finance
  • Trustworthy and dependable
  • Able to multitask effectively
  • Comfortable with public speaking

You will also need to possess:

  • An unwavering commitment to lifelong learning
  • A strong desire to build meaningful relationships with clients
  • The ability to adapt to changing circumstances and priorities
  • A natural aptitude for leadership and mentorship

Salary: $80,000 - $120,000 per year, depending on experience and qualifications



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