Financial Planning Consultant - Training Program @ Commonwealth Financial Group

As a Financial Planner, you will be given the opportunity to provide individuals and businesses with comprehensive financial advice regarding their financial future, including retirement planning, wealth management, estate planning, long-term care, business solutions, and college savings plans.

Commonwealth Financial Group is meeting its growth and expansion demands by hiring, coaching, 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 NEW 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.

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.

You will have the opportunity to guide individuals with their financial decisions by:

  • Working with our Planning Experience Team to 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

  • At least 5 years of professional work experience

  • Must 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 • 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 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.


Greater Boston Area