Financial Planner

About Us: At the Center for Wealth Preservation (CWP), we deliver more than just financial advice — we provide white glove service rooted in personalized attention, top-tier support, and a boutique approach. As a women-owned firm managing over $2.3 billion in assets under management (AUM), we combine a deep commitment to client success with modern resources and open architecture to give our advisors the freedom and flexibility they need to thrive.

What Sets Us Apart:

• Dedicated Sales Execution Team: You’ll never go it alone. Our in-house sales professionals help drive results so you can focus on what matters most — your clients.
• Tailored Compensation Packages: We offer customized earnings programs that align with your career goals and experience.
• Lead Program: Gain access to qualified leads through our proven systems to help you build your book of business faster.
• Accelerated Growth Program: Our Planning Associate Program empowers you to become a top-tier financial professional in just months.
• Unmatched Resources: Access our Financial Planning Department, expert case design team, and in-house marketing specialists to support your success.
• Flexibility and Freedom: Enjoy the ability to work from anywhere while building a meaningful, rewarding career.
• Teaming Opportunities: Collaborate with other high-performing professionals through our structured teaming model to expand your capabilities and capacity.
• Firm Culture: From “CWP Cares” events to ongoing development opportunities, we foster a culture of growth, inclusion, and community.

Your Role: As a key member of our firm, you will:

• Deliver white glove service to a growing network of clients with diverse financial needs.
• Leverage social media, networking events, and referral systems to expand your reach.
• Offer a comprehensive range of financial planning services, from estate strategies to risk management and wealth accumulation.
• Work closely with our planning team to develop customized solutions.
• Obtain and maintain the necessary licenses to offer full-spectrum financial guidance.

What We’re Looking For:

• Series 6 or 7 and 63 required
• Minimum of 3+ years in financial services, insurance, or a related professional field.
• Confidence handling objections and complex client discussions.
• Entrepreneurial mindset with a passion for growth and business development.
• Proven experience working with high-net-worth clients or family offices.
• Interest in mentorship and leadership.
• Strong interpersonal skills, client-first mentality, and a results-driven approach.

Why Choose CWP?

• Backed by MassMutual and MML Investors Services — a Fortune 100 company with over 175 years of experience.
• Access a true open architecture platform, empowering you to recommend the best solutions for your clients.
• Work at a boutique-style firm with the resources and backing of an industry giant.
• Uncapped commission potential, bonuses, and transition support for experienced advisors.
• A culture that values independence, flexibility, and purpose-driven impact.

Ready to Make an Impact? If you’re an ambitious, service-oriented professional looking to elevate your career in financial services, we invite you to become part of a firm that prioritizes people, performance, and purpose. Join CWP — where you can build a legacy while helping others preserve theirs.