Financial Planner @ Commonwealth Financial Group
ABOUT US
Commonwealth Financial Group (CFG) is a leader in delivering best-in-class, holistic financial planning strategies to individuals, families, and businesses.
We take pride in delivering innovative ideas, concepts, and extraordinary service to over 95,000 clients. Our customized approach to financial planning is centered around educating and empowering our clients to make sound decisions along the journey of achieving financial confidence and security while navigating financial complexities and life challenges.
WHY A FINANCIAL PLANNING CAREER at CFG
CFG is the premier place to build a Financial Planning practice. We believe success is achieved through a culture that fosters a mindful approach and philosophy to comprehensive financial planning, empowering our advisors to build a practice that is fulfilling and complimentary to their lives, while making a meaningful impact on the lives of others.
Our Core Values:
Potential
Open Mindedness
Collaboration
Growth
Empowerment
Leadership
Our 3 Guiding Principles of a Financial Planner:
Impact: An opportunity to have an impact on the lives of others
Autonomy: A chance to own your calendar and shape your own business
Income: A path to personal financial security and independence
Our Advisor-Centric Support Model:
CFG’s Advisor Centric Model provides resources, value, and expertise to fit the needs of an advisors’ growing practice. This entrepreneurial support system is fully customizable and tailors to each advisors’ unique circumstances and client needs.
Through this collaborative model CFG can provide guidance, support and services to advisors including Administrative Services, Business Design, Practice Management, Financial Planning Experience,Marketing, Technology, and Innovation.
Our Elite Training and Development Program:
CFG’s Financial Planning Mastery Program (FPM) is a thoughtfully crafted and customized, tiered development program designed to grow and challenge eager, entrepreneurial-minded professionals to build a fulfilling and lucrative financial planning practice by providing the utmost attention to training, guidance, and support both professionally and personally.
Our FPM Program is committed to a Continuous Learning Approach which has enabled “career transitioners”; (some new to the industry), business owners, and ambitious pioneers to become thriving,confident financial planners and business owners.
Our Learning Approach and Curriculum include:
Market Development Strategies; How to build your network year over year.
CFG Advisor Centric Model; Resources and support to grow your business.
Skillset and Knowledge Training; Financial Planning 101 and basics training
1:1 Mentorship with Firm Executives, Managing Directors, Rising Leaders, Peers
New Products and Solutions Training and Continuous Education
Best Practices; Business Optimization, Practice Management and Enhancing Client Experience
Science of Building a Referral Based Business
Joint Work and Collaboration with top tiered Financial Planners
At the end of the FPM program, our advisors have confidence providing strategic financial guidance and advice to protect client assets, provide education on economic trends and current financial situations, advise on products and solutions to build wealth while ensuring security for the future. Our advisors are well equipped to continue to build a business on their own, join a team of other advisors or move into a leadership role within the firm.
CHARACTERISTICS OF A CFG FINANCIAL PLANNER
Charismatic Communicator: Dynamic, independent, self-motivated, goal oriented.
Inquisitive: Bold, thoughtful, creative.
Optimistic Leader: Strong roots in their own core values, positive.
Relationship-Builder: Ability to cultivate and nurture trusting relationships.
Connector: Skilled at connecting with people as well being the connector of others.
Active Listener: Capacity to listen to others, so they feel heard, valued, and empowered.
Driver: Gritty, tenacious, resilient, decisive, assertive, adaptable.
Open Minded: Constant curiosity and desire to learn and grow, professionally and personally.
Authentic: Genuine, mindful, compassionate, kind
ADDITIONAL QUALIFICATIONS
Ideal professionals have 5-10 years of work experience.
Bachelor’s degree is ideal, but not required.
Ideal licensing (but not required to apply): Series 7, 66, or 63/65, SIE, LAH Insurance
BENEFITS and PERKS
Health and Welfare Benefits (Health, Dental, Vision, Disability, Life)
401(k) Plan
Hybrid model in Boston, Hingham MA, Bedford NH, Burlington VT, Needham MA
Recognition and Rewards Programs
Grants for philanthropic organizations in collaboration with CFG’s charitable foundation
Leadership and Teaming opportunities
Interested candidates should reach out to Kari McCafferty at kmccafferty@financialguide.com