CG Financial Services is seeking a Financial Planner to join the team in Williamston, MI. As the Financial Planner, you will lead and manage a winning team of financial planning professionals, ensuring quality and compliance while fostering a fun and collaborative team environment through guidance, mentoring, and professional development. The Financial Planner role will support Advice teams in their efforts to provide analysis and advice to prosp...
The. Sales Coordinator. is responsible for proactively supporting and assisting the Sales and Marketing team. This role will provide essential office and administrative support to help prospective and existing clients quickly and efficiently receive responses to their inquiries. This is an in-office position located in Williamston, MI. Duties/Responsibilities. . Provide sales, service and execution support for new and ongoing client relationships...
The. Sales Coordinator. is responsible for proactively supporting and assisting the Sales and Marketing team. This role will provide essential office and administrative support to help prospective and existing clients quickly and efficiently receive responses to their inquiries. This is an in-office position located in Williamston, MI. Duties/Responsibilities. . Provide sales, service and execution support for new and ongoing client relationships...
Job Description. Job Description. As a Relationship Support Team Associate for CG Financial, you will be an integral contributor as we serve clients and operate in a team environment. . CG Financial is a demanding environment that is rapidly growing. We service clients in multiple states and through multiple office locations. CG Financial is an EOS (Entrepreneurial Operating System) company. . This position will be in-office in Williamston, Mi...
Job Description. Job Description. Relationship Manager – Wealth Management . As a Relationship Manager for CG Financial’s Wealth Management Division, you will be an integral contributor as we serve clients. You’ll operate in a team environment, focusing on the firm’s segments of wealth management clients. You’ll leverage your skills and expertise to deliver value to your team and our clients. This is a vital client-facing role. In addition, y...
