Grow With CFG

Unlock your potential. Discover your purpose. Drive performance.

New to the Industry

At CFG, we value our people and the diversity each one brings coming from different walks of life, approaches, and perspectives. If you're interested in joining us, explore how our Financial Planning Mastery Program can help launch your new career.

  • Do you want to be an entrepreneur but don’t know where to begin? We understand that changing careers can be difficult. At CFG, we partner with you to build an impactful and financially rewarding business.

  • The future of growth in advisor practices is teaming and we have several teams that are looking to expand. Are you looking to help deliver differentiated value? Reach out to learn more and to see if joining an advisor’s existing practice is a fit for you.

  • It’s not easy to jump back into the workforce after a few years out, but that shouldn’t be the case. We are always looking for diversity of thought, and who would be better than someone with a fresh perspective?

Experienced Professionals

We pride ourselves on the endless pursuit of potential here at CFG. Are you looking to take the next leap forward in your career? Whether you are looking to transition your practice to a fee-based planning model or seeking added resources from a partnership with our firm, we can help take your practice to the next level.

Life At CFG

“In Business For Yourself, Not By Yourself”

- Ray Croc

We cultivate a culture of teamwork, friendship, learning, and growth, embracing diversity in backgrounds, approaches, and perspectives. Explore what makes working at CFG exceptional.

Visit our LinkedIn page to learn more