Strategic Financial Consultant

2 weeks ago


New York, New York, United States C&A FINANCIAL GROUP Full time
Unlock Your Financial Potential

At C&A Financial Group, we're seeking a highly motivated and entrepreneurial-spirited individual to join our team as a Strategic Financial Advisor. As a Cash Flow Strategist, you'll have the opportunity to build long-term, meaningful relationships with clients, helping them financially plan for their biggest life events and goals.

We offer extensive training on all aspects of our career, including marketing, lead generation, client acquisition, cash flow analysis, and cash flow strategies. Our mentorship program ensures that college graduates, career changers, and experienced advisors quickly learn our philosophy and client process.

To succeed in this role, you'll need to be:

  • Goal-oriented and results-driven
  • Outgoing and socially confident
  • Financially savvy and trustworthy
  • Self-disciplined and excellent at public speaking
  • Strong in multi-tasking and excited by challenges
  • A natural leader and teacher

And you'll want to:

  • Have a fulfilling and impactful career
  • Build lasting relationships and control your future
  • Be an entrepreneur and have your own business
  • Continuously learn and grow throughout your career
  • Enjoy a great work-life balance and unlimited income potential

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