Financial advising with tested systems and support so you can make a difference
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 anabove average retention 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 on-going training andpersonal 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.
We’ve become experienced at identifying the attributes that lead to a successful advisor, so they can better fulfill their life’s purpose while enjoying life, building wealth and leaving a legacy.
We develop a plan to suit your personality and background.
We provide guidance for your presence in the community.
We find a good fit to develop your skillset.
We teach you about financial literacy, the client experience, buillding your practice, systems and workflows, and much more.
Working with us means you’ll have the freedom and support to realize your potential whilemaking a tangible difference in the lives of your clients.
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 andimplement your businessmodel and plan with you to help build your community and team, making a difference and living your dream.
What is our mission statement and how does it relate to our new team members?
There are many financial organizations out there. Why should someone consider a career with C&A Financial?
What are the biggest benefits of joining C&A Financial?
How do new team members build clientele?
What attributes lead to a successful career with C&A Financial?
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...
We find that many of our most successful advisors also want to...
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.
Call us (732) 528-4800