Jr Financial Advisor - SALES

Job Description

Job Description

Who We Are

CFG Wealth management is an independent financial services firm in Statesboro, GA that is dedicated to providing individuals, families, businesses, and organizations with quality financial products and/or services for the achievement of their goals and objectives. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

We are seeking a motivated and professional Junior Financial Advisor to join our growing team. In this role, you will support lead advisors with client service, financial planning preparation, account management, and follow-up activities while developing your own advisory skill set. This is an excellent opportunity for someone looking to grow into a Financial Advisor role with ongoing mentorship and support.

Why You Should Join Us

• You will be working with an already established book of business
• Access to top-notch administrative support
• Supportive and collaborative environment
• Extensive mentorship and training
• Professional development and growth opportunities
• Here’s What You Will Be Doing
• Assist in creating financial plans, investment proposals, and performance reviews
• Participate in client meetings with lead advisors and assist in follow-up actions
• Assist advisor with gathering client information and inputting data for financial plan preparation and review
• Case design and illustrations of financial products best suited for clients
• Reach out to existing clients and prospective clients to set appointments
• Handle client service requests including paperwork processing, account transfers, and scheduling
• Monitor client accounts and ensure data accuracy within CRM and planning software
• Stay informed about market trends, financial products, and industry regulations
• Contribute to business development initiatives and client retention strategies
• All other duties as assigned

What We Are Looking For

• Life & Health Insurance License (Preferred & Must Obtain Within 30 Days)
• Series 65 or Equivalent (Preferred & Must Obtain Within 4 Months)
• Bachelor’s Degree in Finance, Economics, Business, or a related field (Preferred)
• Clear and Professional Communication Skills (Verbal and Written) (Required)
• Strong Attention to Detail and Organizational Skills (Required)
• Proficiency with Google Suite and CRM/Financial Planning Software (Preferred)

What’s In It For You

• Pay: $50,000 Base + Commission/Fee Structure
• PTO
• Paid Holidays
• Health Insurance
• 401(k) + Company Match
• Bonus Opportunities
• Professional Development & Growth Opportunities

Check Us Out!

• Website:

If you feel like we’d be a great fit, apply today!

Company Description

At our firm, we have the client—and only the client—in mind.

We are dedicated to providing individuals, families, businesses, and organizations with quality financial products and/or services for the achievement of their goals and objectives.

We understand the challenges retirees face, and how difficult it can be to navigate the retirement challenges of today.

From managing debt and choosing the right social security strategy, to planning for retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Company Description

At our firm, we have the client—and only the client—in mind.\r\n\r\nWe are dedicated to providing individuals, families, businesses, and organizations with quality financial products and/or services for the achievement of their goals and objectives.\r\n\r\nWe understand the challenges retirees face, and how difficult it can be to navigate the retirement challenges of today.\r\n\r\nFrom managing debt and choosing the right social security strategy, to planning for retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.\r\n\r\nWe believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.