What are the responsibilities and job description for the Financial Planner position at Commonwealth Financial Group?
About Commonwealth Financial Group
Commonwealth 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 Program
We'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 career
- A relationship-focused approach to helping clients achieve financial security through comprehensive planning, strategies, and guidance
- Structured development toward market growth with emphasis on advanced planning and client attraction
- Financial support, classroom training, mentorships, partnerships, and joint work opportunities
- Access to CFG staff support, tools, and resources to grow your business and communicate effectively with prospects and clients
What You'll Do
- Implement and scale your strategic business plan through mentorship and world-class training
- Establish networks, cultivate referrals, and develop long-term client relationships
- Provide financial solutions through fact-gathering and needs analysis
- Broaden your skillset through ongoing professional development and joint work with fellow associates
- Obtain SIE, Series 7, 66, and Life, Accident & Health licenses (if not already held) to offer associated services
What We're Looking For
- Ambitious leaders ready to make an impact in New England
- Relationship-builders with a client-first approach and strong interpersonal skills
- Assertive, independent, and self-motivated professionals
- Charismatic connectors with high social confidence
- Minimum 5 years professional experience (sales, business development, or client-facing roles preferred)
Benefits
- Comprehensive health benefits (medical, dental, vision, disability, life insurance)
- 401(k) with company match eligibility
- Recognition programs and events for top performers
- Grant opportunities for personal philanthropic involvement through our charitable foundation
- Ongoing leadership and career development opportunities