What are the responsibilities and job description for the Financial Planner position at Commonwealth Financial Group?
About Commonwealth Financial GroupCommonwealth Financial Group is a financial planning firm dedicated to helping individuals and businesses achieve their financial goals. We're seeking ambitious, entrepreneurial-minded professionals to join us as we continue growing in 2026.Our Financial Planning Mastery ProgramWe've built a comprehensive Training and Development Program designed to support and challenge entrepreneurial individuals as they build their own practices. Our program provides:Elite industry training thoughtfully crafted for career changers and newcomers, delivering the skills and knowledge needed to build a confident financial planning careerA relationship-focused approach to helping clients achieve financial security through comprehensive planning, strategies, and guidanceStructured development toward market growth with emphasis on advanced planning and client attractionFinancial support, classroom training, mentorships, partnerships, and joint work opportunitiesAccess to CFG staff support, tools, and resources to grow your business and communicate effectively with prospects and clientsWhat You'll DoImplement and scale your strategic business plan through mentorship and world-class trainingEstablish networks, cultivate referrals, and develop long-term client relationshipsProvide financial solutions through fact-gathering and needs analysisBroaden your skillset through ongoing professional development and joint work with fellow associatesObtain SIE, Series 7, 66, and Life, Accident & Health licenses (if not already held) to offer associated servicesWhat We're Looking ForAmbitious leaders ready to make an impact in New EnglandRelationship-builders with a client-first approach and strong interpersonal skillsAssertive, independent, and self-motivated professionalsCharismatic connectors with high social confidenceMinimum 5 years professional experience (sales, business development, or client-facing roles preferred)BenefitsComprehensive health benefits (medical, dental, vision, disability, life insurance)401(k) with company match eligibilityRecognition programs and events for top performersGrant opportunities for personal philanthropic involvement through our charitable foundationOngoing leadership and career development opportunities
Salary : $75,000 - $150,000