Teams at CG Financial Services

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.

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 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.