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© All Rights Reserved. ApplyBlast.com
CG Financial Services
This role supports and accelerates growth for a wealth management firm by managing event-driven marketing, sales support, and CRM-driven pipeline management. The Sales Specialist engages with prospects at live events to build rapport and secure follow-up meetings while maintaining accurate records and tracking lead progression. The position focuses on organic growth and advisor productivity without portfolio management or advisory responsibilities.
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.
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