Company Description
At Commonwealth Financial Group (CFG), we prioritize the success of our clients by delivering the best-in-class financial planning experience. Our personalized consulting and intuitive tools empower individuals to navigate complexities, overcome challenges, and build secure and prosperous futures. Our dynamic approach integrates personal and financial circumstances to optimize life goals and adapt to evolving lives.
Role Description
This is a full-time hybrid CAREER choice to become a Holistic Financial Planner, running your own Financial Planning Business.
As a business owner, you will be responsible for sourcing clients, providing comprehensive financial planning services, including financial goal-setting, investment management, and insurance planning. The role involves analyzing financial data, developing personalized strategies, and presenting recommendations to clients. The Holistic Wealth Planner will also collaborate with a team of professionals to ensure the delivery of exceptional client experiences.
Qualifications
- A "Do'er" - Self‐motivated with a confident personality.
- Strong knowledge and interest in financial planning, investment management, and finance
- Proficiency in analyzing financial data and creating personalized strategies
- Understanding of investments and insurance products
- Excellent communication and interpersonal skills
- Ability to build trust and establish long-term relationships with clients
- Detail-oriented and strong organizational skills
- Ability to work independently and as part of a team
Benefits…
· Health & Welfare Benefits (Health, Dental, Vision, Disability, Life) *
· 401(k) Plan with Eligibility for Company Match
· Cash-Balance Pension Plan
· Remote and Hybrid model (main office locations in Boston, MA, Hingham, MA, Needham, MA, Bedford NH, Burlington VT
· 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.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC www.SIPC.org. 200 Congress Street, Suite 1300, Boston, MA 02210 CRN202601-3552587
Financial planning services are offered only through
approved Financial Planners of MML Investors Services, LLC