Jobs at CG Financial Services

Lead firm-wide operations, build scalable processes and systems, oversee client service, accounting and HR, improve technology and AI efficiencies, ensure compliance and risk controls, and drive process improvement and operational KPIs to support firm growth.

Manage and deepen relationships with high-net-worth and ultra-high-net-worth clients, deliver comprehensive wealth management strategies (investments, estate, tax, risk), proactively develop new client relationships, collaborate with specialists, and contribute to team culture and business growth.

Drive growth by identifying and qualifying wealth management leads, scheduling advisor meetings, supporting prospect nurturing and campaigns, coordinating events, and reporting on sales performance to help convert prospects into clients.

Sell personal and commercial insurance using company-provided leads, develop referral networks, conduct consultative needs assessments, prepare tailored proposals, manage CRM documentation, meet production goals, and represent the agency at community events.

Lead the firm’s insurance sales across life, disability, LTC, annuities, and business insurance. Manage pipeline from prospecting to placement, partner with advisors to convert opportunities, run marketing and educational initiatives, build carrier and COI relationships, deliver sales support and training, and track production metrics.

Lead institutional portfolio operations and B2B client service for advisor firms: oversee trade processing, reconciliation, custodian workflows; manage a small operations team; drive CRM/portfolio accounting/workflow platform adoption; partner with Compliance; resolve escalations and implement process improvements to enhance scalability and client experience.