Broker Check

Career Exploration

Why CFS?

We are changing the world’s understanding of wealth and we are always seeking new talent to be part of the movement. Fully committed to the success and development of each advisor, our firm provides the knowledge, support, and planning to help you build a successful business. Our firm is entering into a phase of expansion to meet the increased demand. The strength of our comprehensive planning services is the individual financial professionals that make up our firm. In order to expand, we are seeking the region’s most talented and capable candidates to join their ranks.

Our career associates have a passion to succeed through hard work, an entrepreneurial spirit, and a compelling drive to keep raising the bar on their personal best. Our associates range from recent college graduates to experienced professionals, from a variety of backgrounds, all of whom desire and help to create a collaborative work environment. All are intelligent, articulate, and able to earn their clients’ confidence and trust. Our team is self-reliant, ethical, and unwavering in its commitment to our clients.


Is this the right career for you?

A career as a financial advisor can be one of the most rewarding career paths a person can take. It provides professional and personal flexibility, the ability to define the career path you want, and make a real difference in the lives of the people in your community. However, for all it has to offer, it is as challenging as it is rewarding. To be a successful financial advisor requires an entrepreneurial spirit, the motivation and discipline to build your own business, and the ability to continue learning and growing.

We want to help you decide if this is the right career and the right firm for you. Together, we will go through a mutual career exploration process to make sure this career, and our firm are the right fit for you.



The career exploration process includes:

  • An initial discussion around your goals, motivations, and life objectives to see if we can help you achieve your career objectives.
  • Explore assessment tools that will provide you with third party feedback.
  • Meet with numerous firm associates and key management team leaders who are positioned to guide your success track.
  • Sample the most important parts of the career, helping you determine whether you are comfortable with what is required to build your practice.

We invite you to explore the opportunity to continue your career with us. For more information about a career in financial services, or to take the next step toward a more rewarding career, contact us.