Financial Planning Mastery Program
Build a Business, Not Just a Career
Are you a proven professional looking for more ownership, impact, and long-term growth in your career?
Commonwealth Financial Group is seeking ambitious, relationship-driven professionals who want to help individuals, families, and business owners achieve financial confidence while building a meaningful practice of their own. This opportunity is ideal for candidates who have demonstrated success in a professional environment, thrive on personal accountability, and are motivated by the opportunity to create something lasting.
You do not need prior experience in financial services to be successful in this role. We welcome candidates from a variety of professional backgrounds who have developed strong communication, relationship-building, and problem-solving skills and are looking for a career with greater purpose, flexibility, and growth potential.
As part of our Financial Planning Mastery Program, you will receive comprehensive training, mentorship, licensing support, and hands-on coaching from experienced advisors as you develop your expertise and build your practice.
This position requires a commitment to becoming fully licensed (Life & Health Insurance, SIE, Series 7, and Series 66) and residency in the Greater Boston area.
Why Join CFG?
At Commonwealth Financial Group, you'll have the opportunity to:
Make a meaningful impact by helping individuals, families, and business owners achieve financial security and peace of mind
Build a career that combines purpose, professional growth, and long-term opportunity
Learn from experienced advisors through mentorship, collaboration, and joint work opportunities
Develop your expertise through structured training and ongoing professional development
Thrive in a culture that values initiative, innovation, accountability, and continuous improvement
Have a voice in shaping the future of the organization
Enjoy the flexibility to design a career that aligns with your goals and aspirations
Earning Potential & Benefits:
Year 1: $90-125K (performance-based, uncapped)
Year 4+: $250K–$500K+ for top performers
Health & Welfare Benefits (Health, Dental, Vision, Disability, Life)
401(k) Plan with Eligibility for Company Match
Rewards programs, including recognition events for top performers, career development, leadership opportunities
Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation
What You'll Do
Build and expand your professional network through relationship development and referrals
Establish and maintain long-term client relationships built on trust and service
Conduct fact-finding meetings and needs analyses to understand clients' goals and priorities
Develop customized financial strategies designed to help clients achieve their objectives
Continuously expand your knowledge and skills through training, mentorship, and professional development
Collaborate with experienced advisors and team members to deliver exceptional client experiences
Who Thrives Here?
Professionals with 3+ years of work experience seeking greater ownership and growth
Individuals with an entrepreneurial mindset and a desire to build something meaningful
Self-starters who demonstrate grit, resilience, and a results-oriented approach
Strong communicators who enjoy building relationships and earning trust
Professionals who embrace accountability, continuous learning, and personal development
Individuals motivated by making a meaningful impact while creating long-term success
No financial services experience is required. We provide the training, mentorship, licensing support, and resources needed to help motivated professionals successfully transition into the financial services industry.
For more information, please email Claudia Morris at claudiamorris@financialguide.com
