Financial Planner

Commonwealth Financial Group

43 Constitution Dr. 201

Bedford, NH 03110

www.commonwealthfinancialgroup.com

Financial Planner

Commonwealth Financial Group is meeting its growth and expansion demands by hiring, training, and developing Financial Planners in each of its core locations; Boston, MA; Burlington, VT; and Bedford, NH.

Since its inception, CFG has always stood out in the marketplace by providing excellent training for financial planners. Our Financial Planning Mastery Program is designed for those who already possess a passion for helping people, educating others, and are eager to make a difference and build their own business. Through this program, CFG has enabled many aspiring professionals to reach their career goals.

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 or insurance background, you must be willing to acquire FINRA Series 7 & 66 licenses and the appropriate insurance licenses in order to offer these services.

A career in Financial Planning at CFG is a rewarding opportunity where you can make a difference in the lives of your clients while creating a lifestyle balance that aligns with your values.

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 the implementation of financial plans, which will include recommendations for investments, risk management solutions and business solutions

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

• Marketing and prospecting new clients to build your practice

Qualifications

• A Bachelor’s degree

• A minimum of 5 years of professional work experience

• Acquire FINRA Series 7 & 66 licenses and state insurance licenses

Successful Candidates Possess the Following Qualities

• Drive, tenacity, resilience, perseverance, decisiveness, assertiveness, adaptability, leadership potential, and readiness to tackle any challenge for success

• Willingness to embrace your natural market to become clients

• You must have a combination of drive, determination, and discipline to succeed in this profession

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 create the best possible financial outcomes for your clients

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

Commonwealth Financial Group

43 Constitution Dr. 201

Bedford, NH 03110

www.commonwealthfinancialgroup.com

• Aptitude for staying abreast of news both current and proposed ideas, concepts, tools, and products that impact 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

Location/Remote Flexibility

As a Financial Planner who has successfully completed our structured training and development program, you will have the freedom and flexibility to determine the most productive working environment. You will be welcome to take residence in one of our six office locations that best accommodates your client activity.

Benefits*

• Health & 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.

* Health & Welfare, 401(k), and Pension benefits are subject to career agent contract terms and conditions. Your compensation is based on sales and other factors and may be more or less than the earnings potential ranges shown.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC www.SIPC.org. 101 Federal Street, Suite 800, Boston, MA 02110. 617-439-4389. CRN202601-3552587

Financial planning services are offered only through approved Financial Planners of MML Investors Services, LLC.