Financial Planner

3 weeks ago

Bedford, United States Commonwealth Financial Group Full time

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 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
  • Professional with 5-10 years of 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 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.


Benefits:

  • New Financial Planners in our Financial Planning Mastery Program are making $90-125k/year
  • 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

  • Financial Planner

    3 weeks ago

    Bedford, United States MassMutual Full time

    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 the surrounding...

  • Financial Planner

    2 weeks ago

    Bedford, NH, United States Commonwealth Financial Group Full time

    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...

  • Financial Planning Professional

    1 month ago

    Bedford, New Hampshire, United States MassMutual Full time

    At Commonwealth Financial Group, we are seeking a highly motivated and ambitious Financial Planner to join our team. As a Financial Planner, you will be responsible for helping individuals and businesses achieve their financial goals and futures. We are committed to providing our clients with comprehensive financial plans, strategies, and guidance to help...

  • Senior Production Planner

    3 weeks ago

    Bedford, United States Anika Corporation Full time

    Position Scope:The Senior Production Planner will set and oversee the site supply plans to align with the sales forecast (demand plan) from the integrated business plan, while meeting business objectives of safety, quality, on-time delivery, competitive customer lead times, profitability, and inventory. The Senior Production Planner will collaborate with the...

  • Senior Production Planner

    3 weeks ago

    Bedford, United States Anika Therapeutics Full time

    Position Scope: The Senior Production Planner will set and oversee the site supply plans to align with the sales forecast (demand plan) from the integrated business plan, while meeting business objectives of safety, quality, on-time delivery, competitive customer lead times, profitability, and inventory The Senior Production Planner will collaborate with the...

  • Senior Production Planner

    3 months ago

    Bedford, United States Anika Full time

    Position Scope:The Senior Production Planner will set and oversee the site supply plans to align with the sales forecast (demand plan) from the integrated business plan, while meeting business objectives of safety, quality, on-time delivery, competitive customer lead times, profitability, and inventory. The Senior Production Planner will collaborate with the...

  • Senior Production Planner

    2 months ago

    Bedford, United States Anika Full time

    Position Scope:The Senior Production Planner will set and oversee the site supply plans to align with the sales forecast (demand plan) from the integrated business plan, while meeting business objectives of safety, quality, on-time delivery, competitive customer lead times, profitability, and inventory. The Senior Production Planner will collaborate with the...

  • Senior Production Planner

    2 weeks ago

    Bedford, MA, United States Anika Full time

    Position Scope:The Senior Production Planner will set and oversee the site supply plans to align with the sales forecast (demand plan) from the integrated business plan, while meeting business objectives of safety, quality, on-time delivery, competitive customer lead times, profitability, and inventory. The Senior Production Planner will collaborate with the...

  • Private Client Relationship Manager, New Bedford, MA

    2 months ago

    New Bedford, United States Citizens Full time

    Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager

    1 week ago

    New Bedford, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager, New Bedford, MA

    2 months ago

    New Bedford, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...

  • Private Client Relationship Manager, New Bedford, MA

    2 months ago

    New Bedford, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager

    2 weeks ago

    new bedford, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager

    2 weeks ago

    NEW BEDFORD, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager

    2 weeks ago

    new bedford, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Maintenance Operations Coordinator

    1 month ago

    Bedford Park, Illinois, United States Penske Truck Leasing Full time

    Job Summary:The Maintenance Coordinator will be responsible for ensuring the efficient operation of maintenance services at the branch. This includes managing inventory, providing customer service, and supporting the branch financial manager in achieving operational efficiency and profitability.Key Responsibilities:Maintain Service Net Planner with PMs...

  • Private Client Relationship Manager

    1 week ago

    New Bedford, MA, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager

    2 weeks ago

    New Bedford, MA, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...

  • Private Client Relationship Manager

    1 week ago

    New Bedford, MA, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...