- A "Do'er" - Self‐motivated with a confident personality.
- Strong knowledge and interest in financial planning, investment management, and finance
- Proficiency in analyzing financial data and creating personalized strategies
- Understanding of investments and insurance products
- Excellent communication and interpersonal skills
- Ability to build trust and establish long-term relationships with clients
- Detail-oriented and strong organizational skills
- Ability to work independently and as part of a team
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Financial Planner
2 weeks ago
CFA Institute Hingham, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mode ...
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Financial Planner
1 week ago
CFA Institute Hingham, United StatesJob Description: Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model w ...
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Holistic Financial Planner
2 weeks ago
Commonwealth Financial Group Hingham, United StatesCompany Description · At Commonwealth Financial Group (CFG), we prioritize the success of our clients by delivering the best-in-class financial planning experience. Our personalized consulting and intuitive tools empower individuals to navigate complexities, overcome challenges, ...
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Financial Planner
2 days ago
TD Bank Hull, United StatesJob Description · Work Location: · Hull, Quebec, CanadaHours: · 37.5Line of Business: · TD WealthPay Details: · We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Te ...
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Financial Planner
2 days ago
TD Bank Bridgewater, United StatesJob Description · Work Location: · Bridgewater, Nova Scotia, CanadaHours: · 37.5Line of Business: · TD WealthPay Details: · We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member ...
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Financial Planner
3 weeks ago
Prudential Financial Bridgewater, United StatesThe ability to service an existing book of business upon hire. · The ability to build a strong client base with Prudential's exceptional referral programs. · Access to 20 different types of lead programs · The opportunity to create client solutions without proprietary products sa ...
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Financial Planner
3 weeks ago
Fidelity Investments Framingham, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
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Financial Planner
3 weeks ago
Fidelity Investments Framingham, MA, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
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Financial Planner
1 week ago
CFA Institute Framingham, United StatesJob Description: Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model w ...
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Bilingual Financial Planner
1 week ago
NYL - Patrick Piscitelli Bridgewater, United States· Seeking a dedicated individual eager to make a lasting impact on the financial well-being of individuals, families, and businesses in Bridgewater, MA. · This opportunity transcends traditional sales roles, offering a rewarding career filled with purpose and boundless growth p ...
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Associate Financial Planner
3 weeks ago
Heritage Financial Services, LLC Westwood, United StatesAssociate Financial Planner · The Associate Financial Planner is a key member of the centralized planning team that identifies and analyzes a wide array of opportunities and risk for our clients. Primary responsibilities of the role include creating new comprehensive financial p ...
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Bilingual Financial Planner
1 week ago
NYL - Patrick Piscitelli Bridgewater, United StatesJob Description · Job DescriptionSeeking a dedicated individual eager to make a lasting impact on the financial well-being of individuals, families, and businesses in Bridgewater, MA. · This opportunity transcends traditional sales roles, offering a rewarding career filled with ...
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Financial Planner, Mid
2 weeks ago
Booz Allen Hamilton Suffolk, United States Full timeJob Number: R0195306 · Financial Planner, MidThe Opportunity: · The right mixture of great ideas and funding can create change. In a complex organization, allocating funding to where it can be most effective can be challenging. That's why we need you, a financial analyst who can ...
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Associate Financial Planner
1 week ago
Heritage Financial Services, LLC Westwood, United StatesAssociate Financial Planner · The Associate Financial Planner is a key member of the centralized planning team that identifies and analyzes a wide array of opportunities and risk for our clients. Primary responsibilities of the role include creating new comprehensive financial p ...
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Bilingual Financial Planner
1 week ago
NYL - Patrick Piscitelli Bridgewater, United StatesSeeking a dedicated individual eager to make a lasting impact on the financial well-being of individuals, families, and businesses in Bridgewater, MA. · This opportunity transcends traditional sales roles, offering a rewarding career filled with purpose and boundless growth pros ...
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Senior Financial Planner
2 weeks ago
NAPFA Consumer Group Concord, United StatesMargaret McGillin · 747 Main Street · Suite 120 · Concord, MA 01742 · Phone: · The ideal candidate is a CFP that has at least three years of experience leading client relationships and has delivered and implemented a minimum of 100 plans over at least 3 years, with additiona ...
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DeMarzo Offices - Northwestern Mutual Rockland, United StatesJob Description · Job DescriptionBenefits:Bonus based on performance · Company parties · Dental insurance · Flexible schedule · Health insurance · Opportunity for advancement · Tuition assistance · Vision insurance · 401(k) · Are you a veteran with an unwavering sense of mission? ...
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Inventory Analyst
2 weeks ago
Talbots Inc. Hingham, United States**Job Number**21162** · **Hingham, Massachusetts US** · **Full Time** · Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, the company is known for modern classic style that's both timeless and timely, fine qualit ...
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Director of Admissions
2 weeks ago
South Cove Manor Nursing and Rehabilitation Center Quincy, United States**Summary**: Manages the facility inquiry and admission process and provides customers with facility-related information via facility tours, personal visits/assessments, conversations and follow-up. Coordinates and implements effective sales and marketing programs with the team. ...
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Allocator
2 weeks ago
J Quincy, United States**Our Brand: · ** J.Jill is a premier omnichannel retailer and nationally recognized women's apparel brand committed to delighting customers with great wear-now product. The brand represents an easy, thoughtful and inspired style that reflects the confidence of remarkable women w ...
Holistic Financial Planner - Hingham, United States - Commonwealth Financial Group
2 weeks ago
Description
Company Description
At Commonwealth Financial Group (CFG), we prioritize the success of our clients by delivering the best-in-class financial planning experience. Our personalized consulting and intuitive tools empower individuals to navigate complexities, overcome challenges, and build secure and prosperous futures. Our dynamic approach integrates personal and financial circumstances to optimize life goals and adapt to evolving lives.
Role Description
This is a full-time hybrid CAREER choice to become a Holistic Financial Planner, running your own Financial Planning Business.
As a business owner, you will be responsible for sourcing clients, providing comprehensive financial planning services, including financial goal-setting, investment management, and insurance planning. The role involves analyzing financial data, developing personalized strategies, and presenting recommendations to clients. The Holistic Wealth Planner will also collaborate with a team of professionals to ensure the delivery of exceptional client experiences.
Qualifications
Benefits...
· Health & Welfare Benefits (Health, Dental, Vision, Disability, Life) *
· 401(k) Plan with Eligibility for Company Match
· Cash-Balance Pension Plan
· Remote and Hybrid model (main office locations in Boston, MA, Hingham, MA, Needham, MA, Bedford NH, Burlington VT
· 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.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 200 Congress Street, Suite 1300, Boston, MA 02210 CRN
Financial planning services are offered only through
approved Financial Planners of MML Investors Services, LLC