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Career Exploration

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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.

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Jared Rothbard

"The work life balance attracted me to the business. I was fortunate to see Rich Aronwald's work/life balance and wanted the same thing for my future. I wanted to control my own schedule and build something for myself. Jeff Benowitz always told me that the more successful you are in this business the less you work, but the more successful you are in other industries the more you work.  This business also allowed me to be at every single one of my kids' events which is important to me."

Noelle Casey

"My favorite thing about working at CFS is the support I receive from the other advisors. The people at CFS are always ready and willing to lend a hand and help one another. I enjoy talking through business challenges with the younger advisors, and listening to senior advisors share their wisdom and experiences."

Richard Kintzing

"If you are a self-starter like me and have high levels of self-motivation, this is the career for you. If you are looking to change careers to this field, the flexibility of the business will allow you to make a transition on your own terms and at your own pace."

Erin Hoffman

"I wanted to help educate and empower women and women entrepreneurs. I enjoy helping other people become successful and reach their goals. CFS has allowed me to begin that career and have a work / life balance for myself. I have been able to help people, while building something for myself as well."

Jeffrey Benowitz

"I have been an FR for 22 years. I chose this career because I wanted to be able to build a business for myself and I wanted it to be centered around helping people."

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