Broker Check

A fulfilling career that rewards
you and your clients

Financial advising with tested systems and support so you can make a difference

Schedule a Career Talk

A financial advisor is like family

Your relationships are built on trust and making a difference for your clients.

But we know starting a career as an advisor can be scary. After 30 years in business with an
above average rention rate for our advisors, we know a successful career begins with proper
selection and training.

When you work with C&A you get a tested path to success with constant training and
personal mentorship. We want you to be fulfilled with the work you do, rewarded for your
efforts, and give you the support you need to make it happen.

If you want to be in business for yourself but not by yourself while making a difference in this
world, schedule your appointment today.


Schedule a Career Talk

50% of people are unhappy with their current career

We’ve become experienced at identifying what makes a successful advisor, so they can better fulfill their
life’s purpose while enjoying life, building wealth and leaving a legacy.

Advisor Success Support for a lifelong rewarding career

Business Plan

We develop a plan to suit your personality and background.

Community Building

We provide guidance for your presence in the community.

Mentorship + Team Integration

We find a good fit to develop your skillset.

Organizational Training

We teach you about financial literacy, the client experience, buillding your practice, systems and workflows, and much more.






You deserve to enjoy life and be rewarded for the work you do

Working with us means you’ll have the freedom and support to realize your potential while
making a tangible difference in the lives of your clients.

Schedule a Career Talk

A clear plan to achieve your career goals and leave your own legacy

>>>>

>>>>

Get a birds eye view of what the career looks like to make sure it’s the right fit.  We’ll take a deep dive into  the details of what your career transition can look like.

>>>>

>>>>

The opportunity to experience the career by visiting with clients with mentors to make sure it’s the right fit for you.

>>>>

>>>>

We develop and
implement your business
model and plan with you to help build your community and team, making a difference and living your dream.









Ready to get rewarded properly for your talent and effort?

Be fulfilled by the work you do

Have the financial freedom to enjoy your life

Be there for your family milestones

Have a community of likeminded and successful people

Get support to grow personally and profesisonally

You deserve a career that fulfills your purpose while enjoying your life,
building wealth and leaving a legacy.

Schedule a Career Talk

FAQ

What training or certifications do I need?

At C&A we take training and development very seriously.  We understand the better educated you are, the more value you bring to your clients.  We offer training on a weekly basis throughout the entire year.  We also walkthrough professional licensing and designations as you begin and continue your career with us.  We determine the correct approach with you during our career conversations.  Our fully licensed advisors have/will have their FINRA Series 7, FINRA Series 66, Life Producer, and Health/Accident/Disability Producer insurance licenses.  Designations can be obtained throughout your career.


What makes a great advisor?

They are purpose driven and...

Goal/Results Motivated
Very social and outgoing
Financially Oriented
Trustworthy
Self-disciplined
Strong with multi-tasking
Excited by challenges
A natural leader and teacher

We find that many of our most successful advisors also want to...

Have an impactful career
Build meaningful relationships
Control their future
Be an entrepreneur and have their own business
Continue learning throughout their career
Have a great work-life balance
Have unlimited income potential


On average what do advisors make?

In addition to making an incredible impact, our advisors have an incredible opportunity to have financial freedom.  This is a results-based career; offering purpose, autonomy, and significant financial upside.  On average we see our advisors range from $150,000-$500,000, which includes current year income plus residuals.


What if I don’t have a big network?

This can be challenging for someone starting out; however, when someone is truly driven by purpose, we are able to develop a game plan that suits their current situation and we train them on how to continuously grow their network with opportunities.


How do I know if this isn’t for me?

We are in the business of asking questions; some are very easy and some can be difficult.  If you are uncomfortable talking with and meeting new people, this would not be a fit.

Still have questions?

Call us (732) 528-4800

Schedule a Career Talk

Subscribe to our newsletter

Thank you!
Oops!