Job details

Financial Planner

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 the Modern Advisor, an entrepreneur:• Ambitious- an emergent leader in Bedford, NH or the 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 (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 careerAbout the Company:MassMutual

MassMutual Glassdoor Company Review

3.9

MassMutual DE&I Review

No rating

CEO of MassMutual

Roger W. Crandall

Approve of CEO

Average salary estimate

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$127500 / ANNUAL (est.)

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$55K

$200K

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What You Should Know About Financial Planner, MassMutual

Commonwealth Financial Group is on the lookout for passionate individuals to step into the role of Financial Planner in Bedford, NH. As a Financial Planner, you’ll wear many hats, positioning yourself as a Modern Advisor and entrepreneur. We pride ourselves on being a boutique financial planning firm that empowers individuals and businesses to achieve their financial aspirations. In this role, your ambitions take center stage, as you harness your motivational skills to build meaningful relationships and put clients first. The perfect candidate is someone who thrives in a dynamic environment, motivated by self-driven success rather than conventional benchmarks. With a minimum of five years in sales, business development, or client-facing positions, you will be primed for success in our unique Training and Development Program. We’re genuinely dedicated to your growth with our elite Financial Planning Mastery Program that molds novices into confident financial professionals. You will have ongoing mentorship, access to industry-leading resources, and opportunities to scale your business strategy effectively. You can expect to reward your efforts with a competitive salary, comprehensive health benefits, and potential grants for philanthropic initiatives through our charitable foundation. If you’re ready to take charge of your career and join a community that fosters entrepreneurial spirit, Commonwealth Financial Group is your next destination. The future looks bright, and your journey begins here!

Frequently Asked Questions (FAQs) for Financial Planner Role at MassMutual

What are the responsibilities of a Financial Planner at Commonwealth Financial Group?

As a Financial Planner at Commonwealth Financial Group, your primary responsibilities will include building customized financial plans for clients, conducting needs analysis to provide appropriate solutions, and nurturing long-term relationships. You'll also be expected to develop a strategic business plan guided by mentorship and comprehensive training while collaborating with clients to help them achieve their financial goals.