Financial Planner
Commonwealth Financial Group
Are you a proven professional looking for more ownership, impact, and long-term growth in your career? Commonwealth Financial Group is seeking ambitious, relationship-driven professionals who want to help individuals, families, and business owners achieve financial confidence while building a meaningful practice of their own. This opportunity is ideal for candidates who have demonstrated success in a professional environment, thrive on personal accountability, and are motivated by the opportunity to create something lasting. You do not need prior experience in financial services to be successful in this role. We welcome candidates from a variety of professional backgrounds who have developed strong communication, relationship-building, and problem-solving skills and are looking for a career with greater purpose, flexibility, and growth potential. As part of our Financial Planning Mastery Program, you will receive comprehensive training, mentorship, licensing support, and hands-on coaching from experienced advisors as you develop your expertise and build your practice. This position requires a commitment to becoming fully licensed (Life & Health Insurance, SIE, Series 7, and Series 66) and residency in the Greater Boston area. Why Join CFG? Build a Business, Not Just a Career Are you a proven professional looking for more ownership, impact, and long-term growth in your career? Commonwealth Financial Group is seeking ambitious, relationship-driven professionals who want to help individuals, families, and business owners achieve financial confidence while building a meaningful practice of their own. This opportunity is ideal for candidates who have demonstrated success in a professional environment, thrive on personal accountability, and are motivated by the opportunity to create something lasting. You do not need prior experience in financial services to be successful in this role. We welcome candidates from a variety of professional backgrounds who have developed strong communication, relationship-building, and problem-solving skills and are looking for a career with greater purpose, flexibility, and growth potential. As part of our Financial Planning Mastery Program, you will receive comprehensive training, mentorship, licensing support, and hands-on coaching from experienced advisors as you develop your expertise and build your practice. This position requires a commitment to becoming fully licensed (Life & Health Insurance, SIE, Series 7, and Series 66) and residency in the Greater Boston area. Why Join CFG? At Commonwealth Financial Group, you'll have the opportunity to: Make a meaningful impact by helping individuals, families, and business owners achieve financial security and peace of mind Build a career that combines purpose, professional growth, and long-term opportunity Learn from experienced advisors through mentorship, collaboration, and joint work opportunities Develop your expertise through structured training and ongoing professional development Thrive in a culture that values initiative, innovation, accountability, and continuous improvement Have a voice in shaping the future of the organization Enjoy the flexibility to design a career that aligns with your goals and aspirations 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 What You'll Do Build and expand your professional network through relationship development and referrals Establish and maintain long-term client relationships built on trust and service Conduct fact-finding meetings and needs analyses to understand clients' goals and priorities Develop customized financial strategies designed to help clients achieve their objectives Continuously expand your knowledge and skills through training, mentorship, and professional development Collaborate with experienced advisors and team members to deliver exceptional client experiences Who Thrives Here? Professionals with 3+ years of work experience seeking greater ownership and growth Individuals with an entrepreneurial mindset and a desire to build something meaningful Self-starters who demonstrate grit, resilience, and a results-oriented approach Strong communicators who enjoy building relationships and earning trust Professionals who embrace accountability, continuous learning, and personal development Individuals motivated by making a meaningful impact while creating long-term success No financial services experience is required. We provide the training, mentorship, licensing support, and resources needed to help motivated professionals successfully transition into the financial services industry. #J-18808-Ljbffr
$97.96k - $125.96k
...-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and...SuggestedFull timeTemporary workPart timeWork experience placementWork visaFlexible hours$18.25 per hour
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate...SuggestedBank staffWork at officeLocal areaFlexible hoursNight shift- ...can truly be themselves while offering paid training and competitive compensation. You will support our vision as the most loved financial institution by providing exceptional service to our members through various account-related interactions. The role requires attention...Suggested
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$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...SuggestedHourly payWork experience placementDay shift$20.67 - $31.25 per hour
...and businesses in KeyBank communities by engaging in deeper conversations to uncover needs and provide guidance and solutions for financial wellness, both in person and through proactive calling efforts. The role focuses on attracting new clients and deepening relationships...Hourly payWork experience placementFlexible hoursDay shift$75k - $100k
...We’re Hiring: Financial Advisor GuideWorth Advisors – A Private Wealth Advisory Practice of Ameriprise Financial Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth...Private practiceWork at officeRemote work- ...The University of Vermont in Burlington is seeking a Student Fin Services PC2 X to provide comprehensive financial support to students and families. The role involves administering financial aid and overseeing specialized programs while ensuring compliance with regulations...
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...Are you detail-oriented and looking to put your financial skills to work for a mission-driven organization? Spectrum Youth & Family Services is looking for a Finance Associate to join our team in Burlington. In this role, you'll handle key day-to-day accounting functions...Full timeWork experience placementWork at office- ...Financial Representative Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative...Flexible hours
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...transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect...- ...Overview Your opportunity at Schwab is to provide financial guidance to clients and build lasting relationships based on trust and shared goals. You will collaborate with clients to help them own their financial futures and grow your professional journey within Schwab'...
- Community Bank, N.A. is seeking a Relationship Banking Representative to deliver a positive customer experience across the lobby and teller areas, handling transactions, opening accounts, and cross-selling products while following bank policies. The role requires strong...
$23 - $25 per hour
Join to apply for the Senior Financial Advisor role at MassMutual 3 weeks ago Be among the first 25 applicants Join to apply for the Senior Financial Advisor role at MassMutual Get AI-powered advice on this job and more exclusive features. About Us Since 1901, Baystate...Full timeWork at officeRemote work- Union Bank of VT & NH in Williston is seeking a full-time customer service professional to support tellers, open accounts, and assist with branch office operations. Prior banking experience is helpful but not required; we offer training, a focus on customer service, and...Hourly payFull timeWork at office
$135k - $175k
At BETA Technologies, we apply our intellectual curiosity, passion for aviation, and commitment to sustainability toward a shared mission of revolutionizing electric aviation. Regardless of the position one holds, each team member brings their talent and desire to positively...Full timeTemporary workLocal area- Description Are you a financial strategist ready to drive data-driven decision-making for affordable housing? At the Vermont Housing Finance Agency (VHFA), we are on a mission to ensure all Vermonters have access to affordable housing. We are looking for a Senior FP&A...Temporary workWork at officeRemote workFlexible hours
$80k - $100k
Associate Financial Advisor Berger Financial Group Inc. — South Burlington, Vermont, United States About this position This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this role is to offer custom advice in areas such...Work at officeWork from homeMonday to Friday- Seven Days Jobs is seeking a UVM Student Financial Services Counselor in Burlington, Vermont. The role involves providing comprehensive services and support to students and families for managing university finances. The candidate will administer financial aid, engage in...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$72k - $90k
...resource alignment Demonstrated leadership in providing project deliverables as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at navigating complex challenges with analytical rigor Experience in...Full timeRemote workShift work- ...A leading financial consulting agency is looking for passionate individuals for a flexible remote role. You will conduct virtual consultations, assess client needs, and build lasting relationships. The position offers no cold calling, qualified leads, and a performance...Remote workFlexible hours
- ...Private Banking EMPLOYMENT TYPE: Full Time JOB LEVEL: Assistant Vice President DESCRIPTION Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management, and...Full timeWork experience placement
$71.82k - $95.78k
...Credit Analyst Pay Range: $71,823.00 - $95,780.00 Completes customer due diligence and analyzes borrower's industry and company financial information with limited oversight. Prepares spreads, written analysis and underwriting documents providing a comprehensive...Full timeTemporary workPart timeWork at officeWork visaFlexible hours$16.5 - $21.53 per hour
OneGroup is seeking a Teller in Burlington, Vermont, dedicated to delivering exceptional customer service while conducting financial transactions. This role requires a positive attitude and effective communication skills. With competitive compensation of $16.50 to $21.5...Hourly pay$16.5 per hour
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate...Bank staffWork at officeLocal areaFlexible hoursNight shift- A financial services company located in South Burlington, Vermont, is seeking a Teller Rotating. This role involves creating a positive customer experience while handling financial transactions. A successful candidate will possess strong interpersonal skills, basic math...
$19 per hour
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate...Bank staffLocal areaImmediate startFlexible hours
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