CG Financial Services

CG Financial Services - Compliance Manager

Compliance Manager

3–7+ years of compliance experience in an RIA or financial services firm; knowledge of SEC regulations; strong analytical and communication skills.

Associate Portfolio Manager

Series 65 license required; strong MS Excel skills; experience with rebalancing systems and Orion/Eclipse/Y Charts/Kwanti; investment trading and portfolio management experience.

CG Financial Services - Operations Manager

Operations Manager

Experience in agriculture or farm management; knowledge of upland bird management; self-directed; physically demanding schedules; basic sales; valid driver’s license.

Project Manager

Bachelor’s degree; PMP preferred; 3-5 years PM experience; system implementation/upgrade experience; strong communication and leadership.

Director of Operations

7–10+ years of operational leadership in wealth management or financial services; proven ability to scale operations; strong leadership and process-building skills; capable of fast-paced execution.

Compliance Associate

Support risk management with compliance testing, training, documentation, and reporting.

Sales Specialist - Financial Services

Sales Specialist

2–5+ years in sales support, business development, client engagement, or marketing; financial services experience preferred; strong CRM, organizational, and communication skills; relationship-driven.

Private Wealth Financial Advisor

Private Wealth Advisor

5+ years serving high-net-worth clients; CFP, ChFC, CPWA preferred; Series 65; Bachelor’s in Finance/Business/Economics; strong business development and communication skills.

Business Development Specialist

1-4 years in sales or business development; Bachelor's degree; strong communication; CRM/Salesforce experience.

Title	Location	Date
CG Financial Services - Compliance Manager Full Time · 3+ YOE United States · Remote	United States Remote	Apr 22, 2026
Associate Portfolio Manager Full Time Charlotte, North Carolina, United States · Onsite	Charlotte, North Carolina, United States Onsite	Apr 14, 2026
CG Financial Services - Operations Manager Full Time · $40K-$55K · 2+ YOE Owosso, Michigan, United States · Onsite	Owosso, Michigan, United States Onsite	Apr 14, 2026
Project Manager Full Time · $65K-$85K · 3+ YOE Williamston, Michigan, United States · Onsite	Williamston, Michigan, United States Onsite	Apr 2, 2026
Director of Operations Full Time · 7+ YOE Williamston, Michigan, United States · Onsite	Williamston, Michigan, United States Onsite	Mar 30, 2026
Compliance Associate Full Time Williamston, Michigan, United States · Onsite	Williamston, Michigan, United States Onsite	Mar 18, 2026
Sales Specialist - Financial Services Full Time · 2+ YOE Williamston, Michigan, United States · Onsite	Williamston, Michigan, United States Onsite	Jan 29, 2026
Private Wealth Financial Advisor Full Time · 5+ YOE Charlotte, North Carolina, United States · Onsite	Charlotte, North Carolina, United States Onsite	Dec 29, 2025
Business Development Specialist Full Time · 1+ YOE Williamston, Michigan, United States · Onsite	Williamston, Michigan, United States Onsite	Dec 23, 2025

Activities	Wealth managementFinancial planningInvestment advisory servicesInsurance brokerageRetirement plan consulting
Headquarters	US
Industries	Financial ServicesWealth Management
Name	CG Financial Services
Employees	125
Type	Private
Parent Company	Capital Asset Advisory Services
Subsidiaries	CG Insurance AgencyCG Advisory Services
Tagline	Provides adaptive financial planning and wealth management for individuals and businesses.
Founded	1,999
Website	mycgfinancial.com

CG Financial Services

About CG Financial Services