Financial Advisor

Financial Planner

Whether you are passionate about helping others achieve financial success or excited about the opportunity to build a lucrative business, a career as a Financial Planner allows you to shape the vision of your practice. All while providing the flexibility to manage your time as you want – as a parent, little league coach, or community volunteer.

This position requires excellent interpersonal and communication skills, as well as a strong understanding of financial markets and products. Some of our most successful Planners came from careers in technology sales, fundraising, accounting, and consulting.

As a Financial Planner, you will be responsible for providing individuals and businesses with comprehensive advice regarding their financial future, including retirement planning, wealth management, estate planning, long-term care, business solutions, and college savings plans. If you do not already have an investment background, you must be willing to acquire FINRA Series 7 and 66 licenses and will be trained on the required knowledge.

Be a Financial Planner & shape your vision while helping others achieve financial success. With training and licenses, you can join our team and gain flexibility to manage your time as you choose.

Responsibilities

·      Working with our Planning Experience Team, you will prepare and present comprehensive financial plans with appropriate recommendations for your client’s financial objectives

·      Offering strategic advice on products and services, such as investments and insurance coverage

·      Maintaining compliance with all the rules and regulations in the industry

·      Identifying and pursuing potential clients to develop and keep a strong client base

Qualifications

·      A Bachelor’s degree

·      A minimum of 5 years of professional work experience

·      Ability to acquire FINRA Series 7 and 66 licenses

Specific Knowledge & Skills

·      Excellent People, Communication, Sales, and Interpersonal skills

·      Being coachable, collaborative, and curious are your "go to" attributes

·      Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility

·      Driven, open to learning new things, and always looking for ways to leave people better than you found them

·      Commitment to completing projects on a deadline, with a focus on efficiency and a professional final product

·      Aptitude for staying abreast of both current and proposed regulations impacting financial planning

·      Focus and attention to detail on projects and reports with a high level of accuracy

·      Dedicated to continually improving our services to ensure an outstanding client experience including planning related deliverables and presentations

Daily Activities Include (but not limited to)

·      Financial planning consultation meetings with clients

·      Relationship building with Centers of Influence (COI)

·      Networking events in your community

·      Business analytics review / personal portfolio management

·      Development meeting with firm executive coach

·      Building relationships with existing clients

Location/Remote Flexibility

This career is a rewarding opportunity where you can make a difference in the lives of others while finding flexibility that aligns with your values. As a Financial Planner, you define your schedule and can work from home or plug into one of our six core office locations in the New England area.

Benefits

We offer a competitive incentive package including:

·      Average first year compensation of $104,000

·      Full Health and Welfare Benefits (Health, Dental, Vision, Disability, Life)

·      401(k) Plan with Eligibility for Company Match

·      Cash-Balance Pension Plan

Equal employment opportunity

Commonwealth Financial Group is an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About Commonwealth Financial Group

CFG is a comprehensive financial planning firm focused on helping individuals and businesses reach their financial potential. Our staff of over 80 employees with specialists in advanced sales, investments, and financial planning, deliver an elevated standard of care for clients and help our Planners grow their practice to new heights.