Financial Planner

Commonwealth Financial Group; Bedford (NH); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Health & Welfare Benefits (Health, on,

401(k) Plan with Company Match

Mentorship & Training Programs

Philanthropic foundation grants

Job summary

Commonwealth Financial Group is seeking ambitious, relationship-driven professionals to help individuals, families, and business owners achieve financial confidence while building a meaningful practice of their own. No prior experience in financial services is required; candidates from various professional backgrounds with strong communication and problem-solving skills are welcome.

The Financial Planning Mastery Program includes comprehensive training, mentorship, licensing support, and

Qualifications

• Strong communication, relationship-building, and problem-solving skills are essential.
• Candidate should be self-starters with grit, resilience, and a results-oriented approach.
• No prior financial services experience required; training and licensing support provided.

Responsibilities

• 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 to help clients achieve objectives.
• Participate in training and mentorship to continuously grow expertise.
• Collaborate with advisors and team members to deliver exceptional client experiences.

Skills

Relationship building

Communication

Problem solving

Networking

Entrepreneurial mindset

Self-motivated

Job description

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?

Build a Business, Not Just a Career

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.