Description
At CG Financial Services, we help successful individuals and families build, protect, and transfer wealth through comprehensive and personalized planning. With established offices in Michigan and North Carolina, we are expanding our Private Wealth team to support the growing demand for high-touch, sophisticated advice.
Our culture is grounded in curiosity, innovation, authenticity, and a shared goal of creating meaningful impact—for our clients, our team, and the communities we serve.
Position Summary
We’re seeking a dynamic and growth-minded Private Wealth Advisor for our Charlotte office. This advisor will manage and deepen relationships with high-net-worth clients while proactively developing new opportunities through relationship-building, networking, and strategic business development.
This role is ideal for an advisor who thrives on learning, solves problems creatively, and wants to grow inside a collaborative, drama-free environment where integrity and impact matter.
Key Responsibilities
- Serve as the primary advisor for high-net-worth and ultra-high-net-worth clients.
- Deliver comprehensive wealth management strategies (investments, estate, tax, risk, multigenerational).
- Proactively identify, cultivate, and convert new client relationships.
- Collaborate with specialists and internal teams to deliver a seamless wealth experience.
- Demonstrate a Thirst for Knowledge through ongoing learning and industry awareness.
- Apply Innovative Problem Solving to complex planning scenarios.
- Operate with Authenticity with integrity, transparency, and no drama.
- Exhibit Self-Motivation in managing existing and potential client pipelines and delivering commitments.
- Positively Impact People by contributing to team culture and client outcomes.
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or related field.
- CFP®, ChFC, CPWA strongly preferred.
- Series 65
- 5+ years serving high-net-worth clients.
- Strong business development track record.
- Excellent communication and relationship skills.
- Self-driven, curious, high-integrity professional.
Why Join CG Financial Services
- A culture that values learning, collaboration, excellence, and meaningful client impact.
- A proven and successful growth model.
Strong planning, investment, and operations support structure.
- Competitive compensation model with salary + incentives.
- Professional development and leadership growth opportunities.
- A growing Charlotte presence backed by firmwide scale and resources.
Skills Required
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 65
- 5+ years serving high-net-worth clients
- Strong business development track record
- Excellent communication and relationship skills
- Self-driven, curious, high-integrity professional
- CFP, ChFC, or CPWA
What We Do
CG Financial Services is a wealth management and financial planning firm that provides adaptive financial planning for individuals and businesses. With over 20 years of experience, their multi-disciplinary team of advisors guides clients through life's changes, acting as a personal CFO to help them achieve their financial goals and manage assets, including managing over $3.1 billion in assets.
