Financial Planning Professional

ABOUT US

Commonwealth Financial Group (CFG) is leader in delivering best-in-class, holistic Financial Planning strategies to individuals, families, and businesses.

We take pride in delivering innovative ideas, concepts, and extraordinary service to over 95,000 clients. Our customized approach to Financial Planning is centered around educating and empowering our clients to make sound decisions along the journey of achieving financial confidence and security while navigating financial complexities and life challenges.

WHY BUILD A FINANCIAL PLANNING CAREER at CFG

CFG is the premier place to build a Financial Planning practice. We believe success is achieved through a culture that fosters a mindful approach and philosophy to comprehensive Financial Planning, empowering our advisors to build a practice that is fulfilling and complimentary to their lives, while making a meaningful impact on the lives of others.

Our Core Values:

• Potential
• Open Mindedness
• Collaboration
• Growth
• Empowerment
• Leadership

Our 3 Guiding Principles of a CFG Financial Planner:

• Impact: An opportunity to have an impact on the lives of others
• Autonomy: A chance to own your calendar and shape your own business
• Income: A path to personal financial security and independence

Our Unique Training and Development Program:

CFG’s Financial Planning Mastery Program (FPM) is a thoughtfully crafted and customized, tiered development program designed to grow and challenge eager, entrepreneurial-minded professionals build a fulfilling and lucrative Financial Planning practice by providing the utmost attention to training, guidance, and support both professionally and personally.

Our FPM Program is committed to a Continuous Learning Approach which has enabled "career transitioners" (some new to the industry), business owners, and ambitious pioneers to become thriving, confident financial planners and business owners. Our Learning Approach and Curriculum include:

• Market Development Strategies; How to build your network year over year
• CFG Advisor Centric Model; Resources and support to grow your business
• Skillset and Knowledge Training; Financial Planning 101 and basics training
• 1:1 Mentorship with Firm Executives, Managing Directors, Rising Leaders, Peers
• New Products and Solutions Training and Continuous Education
• Best Practices; Business Optimization, Practice Management and Enhancing Client Experience
• Science of Building a Referral Based Business
• Joint Work and Collaboration with top tiered Financial Planners

At the end of the FPM program, our advisors have confidence providing strategic financial guidance and advice to protect client assets, provide education on economic trends and current financial situations, advise on products and solutions to build wealth while ensuring security for the future. Our advisors are well equipped to continue to build a business on their own, join a team of other advisors or move into a leadership role within the firm.

Our Advisor-Centric Support Model:

CFG’s Advisor Centric Model provides resources, value, and expertise to fit the needs of an advisors’ growing practice. This entrepreneurial support system is fully customizable and tailors to each advisors’ unique circumstances and client needs.

Through this collaborative model CFG can provide guidance, support and services to advisors including Administrative Services, Business Design, Practice Management, Financial Planning Experience, Marketing, Technology, and Innovation.

TRAITS OF A CFG FINANCIAL PLANNER:

• Charismatic Communicator: Dynamic, independent, self-motivated, goal oriented.
• Optimistic Leader: Strong roots in their own core values, positive.
• Relationship-Builder: Ability to cultivate and nurture trusting relationships.
• Connector: Skilled at connecting with people as well being the connector of others.
• Active Listener: Capacity to listen to others, so they feel heard, valued, and empowered.
• Driver: Gritty, tenacious, resilient, decisive, assertive, adaptable.
• Open Minded: Constant curiosity and desire to learn and grow, professionally and personally.
• Authentic: Genuine, mindful, compassionate, kind

ADDITIONAL QUALIFICATIONS:

• Ideal professionals have 5-10 years of work experience.
• Bachelor’s degree ideal, but not required.
• Ideal licensing (but NOT required to apply): Series 7, 66, or 63/65, SIE, LAH Insurance

BENEFITS

• Health & Welfare Benefits (Health, Dental, Vision, Disability, Life)
• 401(k) Plan
• Hybrid model in Boston, Hingham MA, Bedford NH, Burlington VT, Needham MA
• Recognition and Rewards Programs
• Grants for philanthropic organizations in collaboration with CFG’s charitable foundation
• Leadership and Teaming opportunities

Job Type: Full-time

Pay: $100,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• Choose your own hours

Supplemental pay types:

• Bonus opportunities
• Commission pay

Ability to Relocate:

• Boston, MA 02210: Relocate before starting work (Required)

Work Location: Hybrid remote in Boston, MA 02210