Financial Planning

2 weeks ago

Boston MA, United States Commonwealth Financial Group Full time

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 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.

Ready to make your application Please do read through the description at least once before clicking on Apply.
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. 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
Ambitious- an emergent leader in Boston, MA or surrounding communities
Health & Welfare Benefits (Health, Dental, Vision, Disability, Life)
~Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation
~

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