What are the responsibilities and job description for the Business Development Representative position at Commonwealth Financial Group?
Financial Advisor / Business Builder
High Ownership | High Impact | High Reward
Commonwealth Financial Group —Burlington, Vermont
Full-Time | Commission-Based | Uncapped
This Isn’t a Job. It’s a Business Disguised as a Career.
Most people aren’t built for this.
But for the right person, it changes everything.
At Commonwealth Financial Group (CFG), we’re not building a job factory. We’re building a movement of top performers who want ownership, autonomy, income upside, and the ability to build something meaningful for themselves and for the people they serve.
If you feel capped where you are…
If you believe your income should reflect your effort and skill…
If you want coaching, accountability, and a real platform, not micromanagement…
Keep reading.
Our Mission
To create an environment where advisors can build exceptional businesses and exceptional lives by helping others do the same.
Everything we do is guided by six core values:
- Potential – Your ceiling is self-imposed. We exist to break it.
- Open-Mindedness – Growth accelerates when we challenge assumptions.
- Collaboration – This is your business, but you’re not building it alone.
- Empowerment – Freedom with responsibility. Tools without micromanagement.
- Growth – Progress is non-negotiable.
- Leadership – We model excellence, integrity, and respect starting with ourselves.
HOW YOU WIN HERE
You win if you:
- Follow a proven, activity-based playbook
- Execute daily, not occasionally
- Take feedback as fuel, not criticism
- Hold yourself to high standards before anyone else does
- Care deeply about results, for clients and for yourself
Clear expectations. Clear scoreboards. Clear trajectory.
The Opportunity
You will build your own financial planning business using CFG’s proven platform, training, and coaching while surrounded by other high performers who expect to win.
This role is designed for people who want:
- Control over their income
- Ownership of their client base
- Clear performance standards
- A long-term leadership path
Income Trajectory (Realistic & Achieved Here)
- Year 1: $100,000
- Year 4 : $250,000–$500,000 for top performers
- No cap. No politics. No artificial ceilings.
This is your book. Your business. Your future.
WHO THIS IS FOR
You’ll thrive here if:
- You’re tired of trading time for a salary cap
- You want autonomy, upside, and real ownership
- You thrive under pressure and crave accountability
- You’re competitive, coachable, and driven by results
- You’ve faced adversity and didn’t fold
- People already come to you for advice and leadership
Former athletes, military, sales professionals, and entrepreneurial builders tend to do very well here, but mindset matters more than background.
WHO THIS IS NOT FOR
This is not for:
- People seeking comfort, predictability, or a 9–5 paycheck
- People who need to be micromanaged
- People who want to “try this out” without committing
- People who confuse flexibility with low standards
If you want safety over growth, this will feel uncomfortable, by design.
WHAT YOU’LL DO
- Build and grow your own financial planning business from the ground up
- Develop markets, referral networks, and community presence
- Lead confident, high-trust client conversations
- Learn how to sell, communicate, and run a business at a high level
- Continuously sharpen your skills through coaching and real-time feedback
- Earn and maintain required licenses (SIE, Series 7, 66, Life & Health)
You are measured by activity, effort, and outcomes, not time in a seat.
WHAT WE PROVIDE
- Elite-level training and mentorship from proven performers
- A franchise-style system without the startup cost
- Weekly coaching, joint work, and accountability
- Staff, systems, and infrastructure so you can focus on growth
- A values-aligned culture built on ownership, trust, and performance
- A real leadership path for those who earn it
THE ENVIRONMENT
- High standards
- High accountability
- High trust
- High upside
You’ll be surrounded by people who:
- Compete with themselves
- Celebrate wins
- Expect growth
- Care deeply about impact and excellence
THE BOTTOM LINE
If you’re looking for a safe job, this isn’t it.
If you’re looking for a career-defining opportunity to build, lead, and win, we should talk.
We don’t want resumes.
We want people obsessed with growth and ready to go all-in.
Apply only if you’re ready to bet on yourself.
Salary : $250,000 - $500,000