Commonwealth Financial Group jobs and careers
Boston, MA, United States
About Commonwealth Financial Group
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.
Founded in 1857 by Brent Merrill and George Daboul.
- Founded
- 1857
- Employees
- 350
- Headquarters
- Boston
Leadership
The top of Commonwealth Financial Group's org chart, with how many people report into each leader.
Eric Spindt
CEO at Commonwealth Financial Group
81 reports
Ami Howes
Chief Operating Officer, Financial Advisor
26 reports
Sam Philbrook
Managing Director | Financial Planner
24 reports
Samuel Paul
Managing Director
6 reports
Bobbi Rebisz
Chief Growth Officer
5 reports
Andrew Medema
Chief Innovation Officer
4 reports
Justin Connor
Chief Financial Officer
2 reports
Jeffrey Carey - Cfbs
Senior Partner & Managing Director
Kenneth Lloyd Lutcf
Senior Partner, Business & Financial Advisor
Jobs at Commonwealth Financial Group
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