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© All Rights Reserved. ApplyBlast.com
CG Financial Services
CG Financial Services is seeking a Private Wealth Advisor for their Charlotte office to manage and deepen relationships with high-net-worth clients while proactively developing new business opportunities. The role involves delivering comprehensive wealth management strategies and collaborating with internal specialists to provide a seamless client experience. This position is ideal for a growth-minded professional who thrives in a collaborative environment focused on integrity and meaningful impact.
Adaptive financial planning that guides individuals and businesses through life’s changes with financial advisors, wisdom, and resources.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CG Financial Services.