FINANCIAL PLANNER | Ownership, Impact, 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.

Our Core Values:

• Potential
• Open-Mindedness
• Collaboration
• Empowerment
• Growth
• Leadership

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

Start a practice, build 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 (or complete) your SIE, Series 7, 66, and Life, Accident & Health licenses with coaching, prior to training

You Can Expect:

• 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