What are the responsibilities and job description for the Financial Advisor position at Commonwealth Financial Group?
Work on a team of successful financial advisors in building a financial planning practice that gives you the impact, autonomy and income you are looking for. This role offers a strong base pay, and includes commissions and bonuses as well. The new financial advisor must be willing to become fully licensed (Life, and health, SIE, Series 7 and 66) and live in the Greater Boston Area.
As you consider the next chapter of your professional career you will likely be evaluating how your future workplace aligns with your purpose, mission, and values. We salute your way of thinking. A work relationship that is founded on shared cored beliefs yields powerful results for everyone involved.
Commonwealth Financial Group is a holistic Financial Planning firm that was founded in 1901, that strives to help individuals and business owners achieve their goals. We believe that starting each relationship with a blank piece of paper and no products to sell is the best way to deliver professional and comprehensive Financial Planning.
As part of our New Advisor Program, you will use your valuable skills and experience to serve others in a meaningful way.
Leadership, integrity, teamwork, resilience, and a result-driven mindset will serve you in building your own Financial Services Practice with the support and guidance of CFG.
The Work You Do Aligns With The Values We Share With You
Work alongside other veterans who are valued partners at CFG to craft your skills and practice.
You will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future.
· Opportunities to serve. Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind
· Follow and lead. Journey along a well-defined career path that integrates structured education with mentorship and teaming opportunities
· Embrace the challenge. Benefit from a culture of innovation that seeks growth and continuous improvement in people, processes, and systems
· Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership.
· Have a voice and use it to help shape our organization for the better
· Experience the power of flexibility. With nothing to hold you back, you get to design your work and your life the way you envision.
How will you build your business? You will…
· Establish networks and cultivate referrals
· Develop and maintain long-term relationships with clients
· Provide financial solutions through fact gathering and needs analyses
· Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
What qualities will serve you well?
· Service above all
· Ability to connect with and engage people, to cultivate lasting relationships
· Grit, independence, self-motivation, and an achievement mindset