Chartwell Financial Group
866-834-0695
Memphis, Little Rock, Forrest City
Career Opportunities
Your Opportunity With A Leading Firm
A History of Success and Strength
Chartwell Financial Group (CFG) has a lineage that dates back to Guardian’s first Memphis office in 1936. The firm was reorganized and branded Chartwell Financial Group in 2005 by George Moore.
The firm provides education, support, training, coaching and back office services for our advisors and licensed brokers with Guardian’s quality life, own occupation disability products and very competitive long term care insurance. Our affiliation with Park Avenue Securities delivers an investment platform that will satisfy the needs of our clients with industry leading products and money managers. With subject matter experts in financial planning, investments and insurance products, our advisors have the resources to help clients develop a plan and navigate a successful financial future. CFG adds a new dimension in advanced planning support with the Business Resource Center. This elite team provides our associates with expertise and marketing support in the estate planning and business planning marketplace. It’s this combination of support, products and training that has made CFG one of the fastest growing financial services firms in the mid south.
Guardian’s proprietary, online planning and tracking program, The Living Balance Sheet®, along with CFG's top mentors and training, provides a strong foundation in a premier financial services firm for those who want to continually grow and evolve their careers.
A career with CFG is a unique experience in the financial services industry. Whether you’re an experienced professional, a newcomer to the financial services arena, or are considering a career change, we can help you get closer to the career and life you have always wanted! We truly look forward to the opportunity of sharing with you how our expansion can help you achieve your business goals and growth potential.
See how The Living Balance Sheet® can help you open more conversations and close more business with your clients in the video below:
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“Wealth is the ability to fully experience life.”