Financial Planner

Commonwealth Financial Group • Full-time • Boston, MA, US • $100k - $250k / year • 1m ago

Commonwealth Financial Group is a boutique, financial planning firm focused on helping individuals and businesses achieve their financial goals and futures. We are seeking ambitious, aspiring entrepreneurs to join us as our organization continues to grow in 2025.

We have built, and invested, in a unique Training and Development Program designed to support, challenge, and grow entrepreneurial-minded individuals as they build their own business. We are committed to ensuring they have the necessary skills for a successful, fulfilling financial planning career, and we want to find other entrepreneurial-minded people who thrive in a career where success is defined by you, not someone else.

Our Financial Planning Mastery Program is:

An elite program in the industry, thoughtfully crafted to provide individuals new to this career (or industry) the skillset and industry knowledge needed to feel confident in building a financial planning career.
Designed for those passionate about helping others along with building/nurturing relationships. CFG provides comprehensive financial plans, strategies, and guidance to clients so they can reach their financial goals and feel secure that loved ones are safe.
Guides our new Advisors towards developing their markets with an additional focus on advanced planning.
Educates, develops, and financially supports successful professionals to build a financial planning career through classroom-style training and development, mentorships, partnerships, and joint work. You will receive support and guidance from our CFG staff, including access to tools and resources that will help you grow your business and communicate effectively with your prospects and clients.

Start a practice, build a long-term business:

Implement and scale your strategic business plan, guided through mentorship and world-class training
Establish networks, cultivate referrals, develop and maintain long-term relationships with clients
Provide financial solutions through fact gathering and needs analysis
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
If you do not already hold the SIE, Series 7, 66, and/or Life, Accident & Health licenses, you will work towards obtaining these to offer associated services, in addition to your continued professional development.

Characteristics Sought:

Ambitious- an emergent leader in Boston, MA or surrounding communities
A motivational and influential relationship-builder with a client-first approach
Assertive, independent, and self-motivated
A charismatic connector with high social confidence
Ready to scale their established markets and build their vision
Minimum of 5 years professional experience is required (sales, business development, or client-facing roles are a plus)

Benefits:

Health & Welfare Benefits (Health, Dental, Vision, Disability, Life)
401(k) Plan with Eligibility for Company Match
Rewards programs, including recognition events for top performers
Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation
Leadership and career development opportunities available throughout your career