Financial Planner

Commonwealth Financial Group; Boston (MA); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Health & Welfare Benefits

401(k) Plan with Company Match

Rewards programs for top performers

Leadership development opportunities

Job summary

A financial planning firm in Boston is seeking a Managing Director to lead sales initiatives and build client relationships. The ideal candidate will have at least 5 years of experience in professional roles, a client-first mentality, and ambitions to grow their career. This position offers comprehensive training, benefits, and the potential for leadership opportunities in a dynamic environment.

Qualifications

• Minimum of 5 years professional experience in sales, business development, or client-facing roles.
• Motivational and influential relationship-builder with a client-first approach.
• Ready to scale markets and build a vision.
• Health & Welfare Benefits (Health, Dental, Vision, Disability, Life).
• 401(k) Plan with Eligibility for Company Match.
• Rewards programs and opportunities to engage with the firm's charitable foundation.

Responsibilities

• Implement and scale your strategic business plan with mentorship.
• Establish networks and cultivate referrals.
• Provide financial solutions through needs analysis.
• Provide financial solutions through needs analysis and fact gathering.
• Broaden and deepen your skill set through ongoing professional development and joint work.

Skills

Sales experience

Client relationship building

Ambition and leadership

Assertiveness

Social confidence

Job description

Managing Director at Commonwealth Financial Group

Seeking an ambitious sales-driven individual ready to translate their skills into a long-term career with uncapped potential.

Commonwealth Financial Group is a 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 we continue to grow in 2026.

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.

Financial Planning Mastery Program

• 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 training
• Establish networks, cultivate referrals, develop and maintain long-term relationships with clients
• Provide financial solutions through fact gathering and needs analysis
• Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
• If 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.

Characteristics Sought:

• Ambitious- an emergent leader in Boston, MA or surrounding communities
• A motivational and influential relationship-builder with a client-first approach
• Assertive, independent, and self-motivated
• A charismatic connector with high social confidence
• Ready to scale their established markets and build their vision
• Minimum of 5 years professional experience is required (sales, business development, or client-facing roles are a plus)
• Health & Welfare Benefits (Health, Dental, Vision, Disability, Life)
• 401(k) Plan with Eligibility for Company Match
• Rewards programs, including recognition events for top performers
• Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation
• Leadership and career development opportunities available throughout your career

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

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