Financial Planning and Analysis Director jobs in Portsmouth, NH

Our Bedford, NH office is seeking entrepreneurial professionals to join our Financial Mastery Program in Summer 2024. Commonwealth Financial Group is a boutique, financial planning firm focused on helping individuals and businesses achieve their financial goals and futures.

Our Core Values:

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

We have built and invested in a unique Training and Development Program designed to support, challenge, and grow entrepreneurial-minded individuals as they build their own business. We are committed to ensuring they have the necessary skills for a successful, fulfilling financial planning career, and we want to find other entrepreneurial-minded people who thrive in a career where success is defined by you, not someone else. We are picking up steam on our program and are looking to bring in our next round of new Financial Planners.

• Our Financial Planning Mastery Program is an elite program in the industry. This program has been thoughtfully crafted to provide individuals new to this career (or industry) the skillset and industry knowledge needed to feel confident in building a financial planning career.
• Our FPM Program is designed for those passionate about helping others along with building/nurturing relationships. CFG provides comprehensive financial plans, strategies, and guidance to clients so they can reach their financial goals and feel secure that loved ones are safe. Our program guides our new advisors towards developing their markets with an additional focus on advanced planning.
• Our FPM Program educates, develops, and financially supports successful professionals to build a financial planning career through classroom-style training and development, mentorships, partnerships, and joint work. You will receive support and guidance from our CFG staff, including access to tools and resources that will help you grow your business and communicate effectively with your prospects and clients.

How will you build your business? You will…

• Establish networks and cultivate referrals
• Develop and maintain long-term relationships with clients
• Provide financial solutions through fact gathering and needs analyses
• Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

Who do you need to be?

• A strong relationship-builder who takes a client-first approach
• A connector with people, a connector of people
• A dedicated worker: independent, self-motivated, and goal-oriented
• A charismatic communicator, optimistic leader
• Our Financial Planners are established, and up-and-coming, leaders in our communities
• 5-10 years of professional work experience (sales, business development, or client-facing roles are a plus)
• Bachelor’s Degree is preferred

Licensing:

If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development.

Benefits:

• Health & Welfare Benefits (Health, Dental, Vision, Disability, Life)
• 401(k) Plan with Eligibility for Company Match
• Cash-Balance Pension Plan
• 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
• Leadership and career development opportunities available throughout your career

Job Type: Full-time

Pay: $90,000.00 - $125,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Education:

• Bachelor's (Preferred)

Experience:

• Business development: 5 years (Preferred)
• Sales: 5 years (Preferred)

Work Location: Hybrid remote in Epping, NH 03042