Financial Planner - Financial Planning Mastery Program

Commonwealth Financial Group is a boutique, financial planning firm focused on helping individuals and businesses achieve their financial goals and futures. We are seeking ambitious, aspiring entrepreneurs to join us as our organization continues to grow in 2025. A CFG Financial Planner is:Ambitious- an emergent leader in Bedford, NH or Southern NH/Northern MA communitiesA motivational and influential relationship-builder with a client-first approachAssertive, independent, and self-motivatedA charismatic connector with high social confidenceReady to scale their established markets and build their visionMinimum of 5 years professional experience (sales, business development, or client-facing roles are a plus)We have built and invested in a unique Training and Development Program designed to support, challenge, and grow entrepreneurial-minded individuals as they build their own business. We are committed to ensuring they have the necessary skills for a successful, fulfilling financial planning career, and we want to find other entrepreneurial-minded people who thrive in a career where success is defined by you, not someone else. Our Financial Planning Mastery Program is:An elite program in the industry, thoughtfully crafted to provide individuals new to this career (or industry) the skillset and industry knowledge needed to feel confident in building a financial planning career.Designed for those passionate about helping others along with building/nurturing relationships. CFG provides comprehensive financial plans, strategies, and guidance to clients so they can reach their financial goals and feel secure that loved ones are safe.Guides our new advisors towards developing their markets with an additional focus on advanced planning.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.Start a practice, build a long-term business:Implement and scale your strategic business plan, guided through mentorship and world-class trainingEstablish networks, cultivate referrals, develop and maintain long-term relationships with clientsProvide financial solutions through fact gathering and needs analysisBroaden and deepen your skillset through ongoing professional development and joint work with fellow associatesIf you do not already hold the SIE, Series 7, 66, and/or Life, Accident & Health licenses, you will work towards obtaining these to offer associated services, in addition to your continued professional development.Benefits:New Financial Planners in our Financial Planning Mastery Program are making $90-125k/yearHealth & Welfare Benefits (Health, Dental, Vision, Disability, Life)401(k) Plan with Eligibility for Company MatchRewards programs, including recognition events for top performersPotential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundationLeadership and career development opportunities available throughout your career

Created: 2025-01-26