Financial Planner in Burlington, VT (High Impact, High Reward)

You want to be an entrepreneur but don’t know where to begin. At Commonwealth Financial Group, we partner with you to build an impactful and financially rewarding business. A CFG Financial Planner is the Modern Advisor- not just an entrepreneur, but building a business with a CEO-mindset.

We’re building a movement of top performers who are committed to becoming more. Most people aren't built for it, but if you are... it changes everything.

OUR CORE VALUES:

• Potential – The endless pursuit of what’s possible – we believe your ceiling is self-imposed, and we’re here to break it
• Open-Mindedness – We grow faster by welcoming new perspectives from different people, backgrounds, and experiences
• Collaboration – This is your business, but you’re not building it alone – together, we go further, faster
• Empowerment – We don’t micromanage – we give you the tools, freedom, and support to take ownership of your future
• Growth – Progress is non-negotiable; we change, innovate, and evolve – constantly
• Leadership – We expect integrity, we model excellence, and we treat people with respect, starting with ourselves

IF YOU’RE THE PERSON BUILT FOR THIS CAREER:

• You’re the person people already go to for advice
• You’re results-driven and tired of trading your time for a salary cap – you want autonomy, income potential, and the ability to build something that’s yours
• You thrive under pressure, crave accountability, and believe the hardest things in life are often the most worthwhile
• You’ve got grit; you’ve faced adversity and didn’t fold
• You are obsessed with growth and ready to go all-in
• You have a minimum of 6 years in a professional career – preferably in sales, business development, or client-facing roles, Bachelor’s Degree is preferred but not required

YOU’RE STARTING A PRACTICE & BUILDING A LONG-TERM BUSINESS:

• Build and grow your own financial planning business from the ground up with our team backing you
• Serve people with real advice, not sales tactics — and get paid well for delivering real value
• Develop markets, create referral networks, and become the go-to resource in your community
• Take full ownership of your outcomes — Learn how to sell, communicate, lead, and run a business like a top performer
• Obtain your SIE, Series 7, 66, and Life, Accident & Health licenses with coaching, prior to training

WHAT WE PROVIDE:

• Elite-level training and mentorship from proven performers through our Financial Planning Mastery Program
• A values-aligned team culture rooted in high standards, radical ownership, and winning together
• A platform that lets you scale your impact and your income

EARNING POTENTIAL & BENEFITS:

• Year 1: $90-125K (performance-based, uncapped)
• Year 4+: $250K–$500K+ for top performers
• Health & Welfare Benefits (Health, Dental, Vision, Disability, Life)
• 401(k) Plan with Eligibility for Company Match
• Rewards programs, including recognition events for top performers, career development, leadership opportunities
• Potential to obtain grants for philanthropic organizations you are personally involved with through collaboration with our firm's charitable foundation