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Financial Coach (w/ new hire mentorship program)
C&A Financial Group
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Financial Coach (w/ new hire mentorship program)

C&A Financial Group

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Details
Posted:
January 28, 2019
Location:
Wall, New Jersey
Salary:
40000
Type:
Full Time - Entry Level
Categories:
Accounting/ Banking / Finance, Business Development / Sales
As a Financial Coach with C&A Financial Group, you along with your team and mentor will be responsible for attracting potential clients and taking them through a financial process unmatched in the industry. You will be coaching and advising individuals to achieve the highest level of prosperity with their personal assets and/or business. As a team member of C&A Financial Group you will receive the highest quality training and education in the industry to enhance your skills to be able to effectively communicate with your clients, as well as develop an effective customized plan for them; essentially helping them “Save more without living less.” Your role at C&A Financial will fulfill you with content by seeing that you are helping others and enhancing their lives on many levels, as you will be impacting lives by solving complex problems in unconventional ways. Lastly, you will build lifelong respected relationships with clients, which is often overlooked in this field. We are a company who truly values the client experience. "Enjoy life, build wealth, leave a legacy."

We look for individuals whom possess a(n):

     - entrepreneurial spirit

     - a results oriented mindset

     - affinity for education and professional advancement

     - desire to help others achieve financial security

     - desire for a viable work-life balance

     - excellent presentation and public speaking skills

     - superb interpersonal communication and social skills

     - strong multi-tasking skills

     - pattern of academic success

 

Traits of our most impactful coaches

     - self-disciplined,

     - persistent,

     - family-oriented

     - ethical

     - confidence in self, and our client process.

NOTES:
3 openings.

Additional Salary Information: Results based compensation + draw salary
About C&A Financial Group
C&A Financial Group provides comprehensive strategic planning and guidance, helping our clients to make informed, sound decisions to achieve the highest level of prosperity with their business and personal assets. Our philosophy is based upon Wealth Accumulation, Protection, Distribution, and Preservation for families and privately held business owners. We not only implement a customized comprehensive plan that is tailored to our clients’ financial success, we also continuously coach them on an ongoing basis to ensure their assets are protected and they are successfully working toward a secure future. Our approach looks at the many facets of our clients' financial picture and integrates those elements into a cohesive plan. Our mission is to help our clients, "Enjoy life, build wealth, and leave a legacy."
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