Point your AI agent at freehire and let it find you a job.

Get the CLI →

CG Financial Services

Provides adaptive financial planning and wealth management for individuals and businesses.

Discussion
financial-serviceswealth-management
mycgfinancial.com ↗

Company facts

Founded
1999
Employees
125
Headquarters
United States
Type
Private
Subsidiaries
CG Insurance Agency, CG Advisory Services
7 jobs
CG Financial Services
1 views 3 weeks ago

Sales Specialist - Financial Services

Open 19d

We are seeking a high-energy, client-focused Sales Specialist to support and accelerate growth for our wealth management firm. This role sits at the intersection of event-driven marketing, sales-support activities to…

Automation Business Development Canva CRM Event Driven Architecture +2 skills
 Sign in to see your match
Apply
CG Financial Services
4 views 2 months ago

Project Manager

Open 54d Worldwide
United States

Leads and coordinates projects (e.g., data lake and CRM migration) from start to finish, ensuring on-time, on-budget delivery while collaborating with stakeholders and managing risks.

Corrective Action CRM Data Lake Process Improvement Smartsheet
Sign in to see your match
Apply
CG Financial Services
3 views 3 months ago

Commercial Sales Specialist

Open 54d North AmericaFull-time
United States

About CG Financial Services CG Financial Services is a registered investment advisory firm with over 25 years of experience helping individuals, families, and businesses navigate life's financial complexities. Our…

Business Development Cold Outreach
Sign in to see your match
Apply
CG Financial Services
3 views 4 months ago

Manager of Institutional Operations

Open 55d

About CG Advisor Network At CG Advisor Network, we empower independent advisors by giving them the freedom to focus on what matters most, their clients. Our multi-custodial, open-architecture platform delivers a full…
Apply
CG Financial Services
1 views 4 months ago

Insurance Sales Producer

Open 54d On-siteNorth America
United States

Insurance Sales Producer CG Insurance Agency Position Overview CG Insurance Agency is seeking a motivated, relationship-driven Insurance Sales Producer to join our growing team. This is a consultative sales role…

Business Development Pipeline Management
Sign in to see your match
Apply
CG Financial Services
2 views 6 months ago

Crooked Foot Hunt Club Operations Manager

Open 54d

About Crooked Foot Founded in 2016 by Anthony Mazzali on 400+ acres of pristine Mid-Michigan countryside, Crooked Foot Hunt Club is a premier upland bird hunting destination — home to European Tower Hunts, walk-up…

Strategic Planning
Apply
CG Financial Services
2 views 10 months ago

Business Development Specialist

Open 55d

CG Financial Services is seeking a self-motivated and dynamic Business Development Specialist to join our team. This role bridges marketing execution, prospect engagement, and advisor support, helping turn firm…

Business Development Lead Generation
Sign in to see your match
Apply

Tailor your CV for this role?

We couldn't check your fit for this role — add a CV to your profile to see it next time.

A new version of freehire is available