Financial Advisor (and acceptance in our Financial Planning Mastery Program)

CFG FINANCIAL ADVISOR

Why Here…Who are we?

Commonwealth Financial Group is a boutique, financial planning firm focused on helping individuals and businesses achieve their financial goals and futures.

We have built and invested in a unique Training and Development Program designed to support, challenge, and grow entrepreneurial minded individuals. We are committed to ensuring they have the necessary skills for a successful and fulfilling financial planning career. 

We want to find other entrepreneurial-minded individuals who thrive in a career where success is defined by you and not someone else.

  • Our Financial Planning Mastery Program is an elite program in the industry. Our program has been thoughtfully built to provide individuals new to this career (or industry) the skillset and industry knowledge needed to feel confident in building a financial planning career! We are picking up steam on our program and are looking to bring in our next round of new advisors!

  • Our FPM Program is designed for those passionate about helping others along with building/nurturing relationships. CFG provides comprehensive financial plans, strategies and advice to its clients so they can attain their financial goals and feel secure that their loved ones are safe. Our program guides our new advisors towards developing their markets with an additional focus on advanced planning.

  • Our FPM Program educates, develops and financially supports successful professionals to build a financial planning career through classroom-style training and development, mentorships, partnerships and joint work. You will receive support and guidance from our CFG staff, including access to tools and resources that will help you grow your business and communicate effectively with your prospects and clients.

Why you… 

  • With a Financial Planning career at CFG, you will feel empowered to ignite your entrepreneurial spirit and freedom to build your career in a way that feels authentic to you - serving the clients and communities that matter most to you.

  • A Financial Planning career at CFG will position you as a trusted advisors to individuals, families, and businesses by helping guide them to achieve their financial goals. As a trusted advisor, you will be able to confidently provide comprehensive financial advice to your clients to protect their assets, help them understand their current finances, and build wealth and security for the future.

  • As a Financial Planner at CFG, you will have the opportunity to foster long-lasting, value-based relationships, and leave a meaningful impact on the lives of those you work with. You will feel supported by the resources CFG has to offer and build a career that fits your personal life - giving you control of your time, income, and vision.

  • With the assistance of our Planning Experience teams, you will be able to prepare and present comprehensive financial plans, advice and appropriate recommendations to your clients.

You will feel confident offering strategic advice and guidance on the implementation of financial plans, which will include recommendations for investments, risk management solutions and business solutions.

  • You can engage in ongoing training and education to acquire skills and knowledge of financial products and services that, when applicable, are applied to changing economic conditions and market shifts.

  • You will build warm introductions and referral-based strategies around prospecting, to identify and cultivate new client relationships.

Qualifications and Skillsets

  • Potential!

  • Are you dedicated to making an impact on the lives of your clients and their families.

  • Do you have the desire and ability to listen to your clients, so they feel heard and valued

  • Do you consider yourself self‐motivated, dynamic, and confident.

  • Must have excellent relationship-building skills...cultivating, nurturing, and trusting!

  • Are you gritty, driven, tenacious, resilient, decisive, assertive, adaptable, compassionate, and kind.

  • Must be genuine, authentic and have a good sense of humor.

  • Are you ready to be challenged, but in the most rewarding way.

  • Are you coachable, collaborative, and curious?

  • Do you have a keen ability and desire to present complex solutions while educating your clients on what could be a best possible solution to help them attain their financial goals.

  • Are you open to learning new things.

  • Do you possess the desire for constant learning.

  • Ideal candidates have 5-10 years of professional work experience.

  • Licensing - If you do not already have the SIE, Series 7, 66, and/or Life, Accident and Health license - you will work towards obtaining these in order to offer associated services.

Benefits…

  • Health & Welfare Benefits (Health, Dental, Vision, Disability, Life)

  • 401(k) Plan with Eligibility for Company Match

  • Pension Plan

  • Remote and Hybrid model (office locations in Boston, Hingham MA, Bedford NH, Burlington VT)

  • Rewards programs including recognition events for top performers aka the fun stuff with an amazingly fun company!

  • Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation.

  • Leadership and career development opportunities available throughout your career

To Learn more and Apply, Contact BostonYPA Member Kari McCafferty kmccafferty@financialguide.com

Boston - Downtown