Financial Planner – Commonwealth Financial Group – Jobs in Boston, MA | OpenJobs AI

Job Details

Overview Company

Financial Planner

$100k/y-$200k/y

Commonwealth Financial Group

3 days ago

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OnsiteFull-timeSenior

Summary

Commonwealth Financial Group is seeking a Financial Planner to join their team in Boston, MA. The role involves building a long-term career in financial planning with uncapped potential, supported by a unique Training and Development Program.

About the Role

As a Financial Planner, you will be responsible for implementing and scaling your strategic business plan, establishing networks, cultivating referrals, and developing long-term relationships with clients. You will provide financial solutions through fact gathering and needs analysis, and receive mentorship and training to grow your business. The role also involves obtaining necessary licenses and participating in ongoing professional development.

About You

Required:

Minimum of 5 years professional experience in sales, business development, or client-facing roles.
Ambitious and self-motivated with a client-first approach.

Preferred:

Experience in financial planning or related fields.
Strong relationship-building skills and high social confidence.

Benefits

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 through collaboration with our firm's charitable foundation
Leadership and career development opportunities available throughout your career

Commonwealth Financial Group

At Commonwealth Financial Group (CFG), we are committed to delivering the best-in-class financial planning experience. Our dedicated partnership prioritizes your success and propels you forward with cutting-edge solutions, personalized consulting, and intuitive tools. Our customized approach to financial planning is centered on empowering individuals with the knowledge, skills, and resources they need to navigate complexities, overcome challenges, and build secure and prosperous futures. Financial planning is more than just a static recommendation – it is a transformative, client-centered process. By seamlessly integrating personal and financial circumstances, our dynamic approach helps to optimize life goals and adapts to evolving lives. Let us show you how we can transform the way you approach financial planning.

Boston, MA