Financial Growth Specialist

4 days ago


Wall Lake, Iowa, United States C&A Financial Group Full time
About the Role

C&A Financial Group is a leading provider of strategic planning and guidance services, helping individuals and businesses achieve their financial goals. We are seeking a skilled Financial Growth Specialist to join our team and help us continue to grow and succeed.

As a Financial Growth Specialist, you will be responsible for working with clients to identify areas for improvement in their financial lives and developing customized strategies to address these areas. You will also be responsible for providing ongoing support and guidance to clients as they work to achieve their financial objectives.

Responsibilities
  • Analyze clients' financial situations and identify opportunities for growth and improvement
  • Develop and implement customized financial plans tailored to each client's needs
  • Collaborate with clients to set and achieve long-term financial objectives

Salary: $90,000 - $140,000 per year, depending on experience and qualifications



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