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A career with CFG is a unique experience in the financial services industry. Whether you’re an experienced professional or a newcomer to the financial services arena, we can help you get closer to the career and the life you have always wanted.

What would it look like to love what you do, make a tremendous difference in the lives of others and create time and money freedom for you and your family? To know that by helping others you were building an opportunity to be in business for yourself but not by yourself?  That is exactly what a successful career in financial services can be.

What is my role?

As a financial representative, your responsibilities include:

  • Meeting with potential clients and inviting them to experience our unique wealth building process.
  • Understanding their current financial position as well as their goals and dreams for their lives.
  • Designing and implementing strategies that help them maximize their realized wealth potential.
  • Scheduling and meeting with clients to assess changes in their financial world and adapt their plans to those changes.
  • Educating yourself on the latest laws, technologies and strategies to provide your clients with first-class professional advice and service.

What type of training program does CFG offer?

Training is an on-going process for each of our advisors, whether they are new to the industry or a seasoned veteran.

New Associate Training – All new associates participate in weekly classroom training that covers philosophy, products and practice management.

Online Training – Each associate has access to Guardian Virtual University, a web-based platform allowing you to focus on topics from sales skills to product knowledge.

Team Work – Joint field work is a key component of learning. You will work with an experienced advisor on actual cases, which allows you to apply learned concepts to real life situations.

Conferences and Forums – These are available throughout the year to help you continually expand your knowledge base and expertise below.

How do I get paid?

When you’re a financial representative at Chartwell Financial Group, you are an entrepreneur. You have the opportunity to build your own financial services practice, build cash equity in your own business, and cultivate clients in your own local market. What’s more, you’ll do it all on your own terms with generous support from the CFG team.

Our unique planning process and compensation plan is designed to help you weather the ups and downs of building a successful, highly sustainable financial services practice. This is especially important for those first few years that can make or break a start-up venture.  While there are many facets to the compensation plan, including basic comp, renewals, fringe benefits and a defined benefit retirement plan, the system is performance based allowing each individual to maximize their income potential.

What career paths are open for me?

While most individuals start their career path as a financial representative,  there are many different opportunities to follow as your experience and personal vision develops. If you decide to be part of a Team Practice or grow into a Specialist or Management role all those options will be available based on your development and accomplishments.

What licenses or designations are required?

To become a comprehensive Financial Advisor at Chartwel, we require:

  • Resident Life & Health Insurance License
  • Series 7 Securities License
  • Series 66 Securities License

As you begin your career as a Financial Representative, we pace your license study to help you get off to a strong, successful start. 

What about professional designations?

Professional designations are an important step in showing that you are committed to education and excellence.  To support your growth and commitment to success, Guardian offers tuition reimbursement for approved designations that are specific to this industry. Our willingness to invest in you to obtain professional designations is another example of our commitment to your success.

How do I explore this career more in depth?

To schedule an opportunity to visit the firm for an introductory interview, please email us at