Strategic Financial Advisor
C&A Financial Group
Job Description At C&A Financial Group, our advisors are known as Cash Flow Strategists —trusted partners who help clients plan for life’s biggest events and achieve their financial goals. This is more than a career; it’s an opportunity to enjoy both time and financial freedom while building a business that makes a lasting impact. Why Join Us Be part of a team of subject matter experts who collaborate as a virtual family/private office , offering clients holistic guidance and support in all aspects of their finances Extensive training in marketing, lead generation, client acquisition, and cash flow strategies Mentorship program designed to support college graduates, career changers, and experienced advisors Results-driven career path with unlimited income potential A proven process and philosophy that empowers you to succeed What You’ll Do Build long-term, meaningful relationships with clients Guide individuals and families through financial planning for major life milestones Apply cash flow analysis and strategies to help clients achieve financial confidence Work alongside diverse experts to deliver comprehensive solutions Grow your own business while enjoying flexibility and balance You’ll thrive in this role if you are: Goal-oriented and motivated by results Outgoing, social, and confident in public speaking Financially minded, trustworthy, and self-disciplined Strong at multitasking and energized by challenges A natural leader, teacher, and lifelong learner Please note:
- Compensation is a commission-based/results-based structure.*
- Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.*
- A financial services organization is looking for a professional to build relationships with financial advisors through cold calling and scheduled meetings. This role focuses on strategic alliances that encourage client referrals and aligns career outcomes with educational...Suggested
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- A financial advisory firm based in New York seeks a Manager, Strategic Growth to lead its recruitment team. The role involves training and managing Strategic Growth... ...optimizing recruitment strategies for financial advisors, and ensuring a productive team culture. Ideal candidates...Suggested
$87.19k - $114.43k
Hi, we're Oscar. We're hiring an Associate, Strategic Finance to join our FP&A team.Oscar is the first health insurance company built... ...family.About the role:The Associate, Strategic Finance supports financial planning, analytics, and business insights for the business (i...SuggestedFull timeWork at officeFlexible hours$10k
...manage billions, Ramp is the place to do it.About the Role Ramp's Strategic Finance team sits at the center of how the company allocates... ...complementary tracks — and looking for people with sharp financial instincts, a builder's mindset, and the drive to take on a large...SuggestedFull timeWork at officeHome officeFlexible hours- Bank of America seeks a licensed financial advisor to provide tailored guidance and brokerage solutions to clients, including planning, referrals, and product recommendations. You will triage leads, meet clients, and build financial plans while completing required licenses...Monday to Friday
$73.6k - $128.8k
Are you ready to shape the financial future of one of the world's most complex supply chains? Amazon is seeking a Financial Analyst II... ...of finance while working on projects that directly influence strategic decisions at the highest levels of the organization.Basic qualifications...Flexible hours$85 - $100 per hour
...include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: Strategic Finance Expert Type: Contract Compensation: $85–$100/hour Location: Remote Role Responsibilities Build business...Contract workSummer workRemote work$175k - $210k
...deeply about each other and our customers, we'd love to meet you. About The Role As a Strategic Finance Manager, you will drive the core workstreams that keep our financial engine running: the operating model, the quarterly reforecast cadence, the cash flow...Remote work$125k - $150k
...Associate, Strategic Finance Yieldstreet Inc. New York, New York, United States About this position About Willow Wealth Willow Wealth... .... You will assist with the company’s short-term and long-term financial forecasting, key metric analysis, and financial reporting. You...Temporary workWork experience placement- ...Corpay is currently looking to hire an Associate, Strategic Finance. This position falls under our Corporate line of business and is... ...key partner to executive leadership, supporting consolidated financial planning, analysis, and strategic decision‑making across the enterprise...Currently hiringWork at officeLocal area
$135.7k - $170.2k
...that inspires future generations. Team: Finance Location: New York, NY or Surrounding Areas As part of the Strategic Finance team, you will help scale the financial reporting, analytics, and planning capabilities and empower decision makers across our different...Relocation packageFlexible hoursShift work- ...colleagues, and an eagerness to reimagine the world of luxury furnishings. As our Senior Associate of Strategic Finance, you will play a pivotal role in driving Maiden Home’s financial strategy and operational excellence. You will own and refine our financial model, ensuring...Full timeTemporary work
- ...The Role The Monad Foundation is looking for a Strategic Finance Associate to play a critical role in overseeing the financial health and operational efficiency of the... ...crypto holdings Partner with external accounting advisors and vendors to ensure accurate and compliant...Work at office
$135k - $145k
...Strategic Finance AssociateNew York, NY (Hybrid)About the RoleBehind many of life's most important transactions — buying a house, applying... ...part in driving company-wide initiatives. From shaping financial strategy to supporting day-to-day operations, you'll be trusted...Temporary workWork experience placementWork at officeLocal areaFlexible hours2 days per week- ...Operations, Product, and Engineering to ensure alignment between financial goals and day-to-day execution. Drive financial visibility by... ..., KPI setting, and board‑ready communications. Lead strategic projects that require both financial rigor and operational follow...Work experience placement
$100k - $130k
...Associate, Strategic Finance Headquarters - New York, NY 11215 Overview Salary Range $100,000.00 - $130,000.00 Description... ...join our team. This role is critical in supporting the company's financial strategy, decision-making processes, and long-term planning....$100k - $115k
...Senior Associate, Strategic Finance (FP&A) - eCommerce Industry I'm working with one of my favorite clients, a dynamic eCommerce brand... ...direct to consumer eCommerce business actually operates. The role: Financial modeling & growth strategy Strategic projects across...Work at officeFlexible hours3 days per week$10k
...manage billions, Ramp is the place to do it. About the Role Ramp's Strategic Finance team sits at the center of how the company allocates... ...complementary tracks — and looking for people with sharp financial instincts, a builder's mindset, and the drive to take on a large...Full timeWork at officeHome officeRelocation packageFlexible hours$100k - $140k
About the RoleiCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance...Full timeWork at officeRemote work$85.1k - $161.7k
...seeking a Senior Associate to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout...Full timeWork experience placementInternshipLocal area- We are seeking a dynamic Associate to join the Strategic Financing Solutions team. J.P. Morgan’s Corporate & Investment Bank (CIB) is... ...solutions for strategic situations, including private and emerging financial innovations. Our team leads the origination, structuring and...Work experience placement
$100k - $135k
...experiences - making them all feel like magic. As part of the Strategic Finance team, you will work closely with business leaders to... ...CLEAR. You will analyze business trends and build complex financial models that inform key operating decisions and broader strategic...Casual workWork at officeFlexible hours- ...ship AI products. THE ROLE We’re looking for a high-performing strategic finance professional to join our growing Finance team. This... ...leadership team. THE RESPONSIBILITIES Support company-wide financial planning, forecasting, and budgeting processes Build and maintain...Flexible hours
- ...Consensus, located in New York, is looking for a high-performing strategic finance professional to join their Finance team. This role... ...equity, or strategic finance. Responsibilities include supporting financial planning and maintaining financial models, along with...
- Yieldstreet Inc. in New York, NY, seeks an Associate in Strategic Finance to support short- and long-term financial planning, KPI analysis, and executive-level communications. You will collaborate with senior leadership and investment professionals across finance, marketing...Temporary work
- A leading global financial institution is seeking a dynamic Associate to join the Strategic Financing Solutions team. As an Associate, you will play a pivotal role in transactional execution, support senior team members, and manage various aspects related to corporate...
- A leading recruitment agency is seeking a Strategic Finance Associate for a rapidly growing SaaS startup in New York City. This role involves budgeting, forecasting, and financial modeling to support strategic decision-making in a collaborative environment. The ideal candidate...
$131k
About the role and team As part of the Strategic Finance team, you will help scale the financial reporting, analytics, and planning capabilities and empower decision makers across our different businesses and functions. You will play a key role in all aspects of financial...Full timeWork at officeRemote work- Oscar is hiring an Associate, Strategic Finance to join our FP&A team in New York City. This role supports financial planning, analytics, and business insights across Corporate, Operations, and Technology. You will partner with Finance leaders on reviews, projections,...
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