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Commonwealth Financial Group

Engaged Employer

Terrible Place to Work - Financial Advisor Commonwealth Financial Group Employee Review

1.0
Mar 16, 2022
Recommend
CEO approval
Business Outlook

Pros

None, absolutely atrocious and terrible place to work.

Cons

They do not care about the individual advisors success and constantly peddle life insurance. They are backed by MassMutual so while they pretend to be a financial planning firm they are nothing more than a life insurance shop. The Managing Partner and CEO are manipulative and used car salesmen. Do yourself a favor and find a real firm to work for.

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Commonwealth Financial Group Response
4mo
We’re sorry to hear this was your experience. We strongly believe in transparency, ethical planning, and leadership accountability, and we take feedback like this seriously as we continue to evolve.

Explore other reviews about Commonwealth Financial Group

5.0
Dec 2, 2025
Recommend
CEO approval
Business Outlook

Pros

The Firm is very growth oriented, innovative, and collaborative.

Cons

The Firm is growing quickly, which brings exciting opportunities but also the normal growing pains that come with scaling.

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Commonwealth Financial Group Response
4mo
Thank you for your thoughtful review. We’re glad you recognize our growth-minded, innovative, and collaborative environment. As we continue to grow, we’re committed to learning, improving our processes, and supporting our team through the natural challenges that come with scaling, while staying focused on creating meaningful opportunities for our people.
5.0
Aug 21, 2025
Recommend
CEO approval
Business Outlook

Pros

Solid place to move whether you're interested in becoming and Advisor or just working in corporate America and don't want to drown in the noise of large corporate bodies like Fidelity. High energy from everyone, encouraging work ethic and attitudes and very strong communication from HR, and senior managers. Boston office has more use of the location than Bedford, which is fairly quiet. Enjoy the on tap cold brew, definitely a nice perk. Innovation and forward thinking are encouraged, expected, and accepted. This place is a breath of fresh air after working at Fidelity for almost 6 years. Good math up to 5% and 1:1 matching. Very strong and quick communication from senior leaders. Feedback for change and improvement asked for an encouraged. Good culture. Big corporate vibe on a smaller scale. Strong infrastructure. Great benefits. Great support. Managers listen. Hybrid work. Generous PTO. Room to grow.

Cons

Health benefits somewhat expensive, although great coverage. Nothing else comes to mind.

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Commonwealth Financial Group Response
4mo
Thank you for the thoughtful and detailed review. We’re glad you’ve experienced the energy, transparency, and support that define our culture, and we appreciate the feedback on benefits as we continue evaluating ways to support our team competitively. We’re grateful for your encouragement and look forward to continuing to grow together.
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