Advanced Planning Consultant

Commonwealth Financial Network; Boston (MA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) programs

Tuition reimbursement

Flexible work schedules

Healthcare benefits

Job summary

Commonwealth Financial Network is seeking an Advanced Planning Consultant to deliver educational and consultative planning strategies on estate, tax, charitable planning, and retirement income topics. The role serves as a technical resource for wealth management strategies for over 2,000 independent financial advisors.

Based in a bi-coastal team, you’ll collaborate with advisors and colleagues to solve complex planning challenges, coach relationships with clients and professionals, and

Qualifications

• JD required; estate planning background preferred.
• CFP designation desirable.
• Prior experience in financial services is a plus.

Responsibilities

• Review plan and legal documents to educate financial advisors.
• Identify issues on wealth management projects such as estate planning, executive compensation, or business succession.
• Review planning objectives to identify opportunities to meet client needs.
• Coach advisors to quarterback relationships with clients and other professionals.

Skills

Issue research

Coaching advisors

Public speaking

Education

Juris Doctor (JD)

Job description

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Advanced Planning department offers a hybrid work schedule, so you can work from home on Wednesdays and Fridays.

We’re looking for an advanced planning consultant to join our ranks. The Advanced Planning department provides educational and consultative financial planning strategies to more than 2,000 independent financial advisors. In this role you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning.

We are a bicoastal team of 14 people. Given our consultative nature, we’re known for supporting one another, advisors, and colleagues to accomplish our goals. If your passion for consulting, research, and service runs deep, consider joining our team.

Key Responsibilities

• Reviewing and summarizing plan and legal documents to educate financial advisors
• Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning)
• Reviewing clients’ planning objectives in order to help identify opportunities to meet their needs
• Coaching advisors to quarterback relationships with clients, other professionals (e.g., attorneys or CPAs), helping advisors focus on the strategic big picture, and walking them through planning issues

Core Strengths And Skills

• Proficiency researching issues and confidently helping advisors think through clients’ planning strategies
• Aptitude for managing dynamic projects across a broad spectrum of disciplines on a daily basis
• Ability to write communication and strategy articles, develop client presentation pieces, and participate in public speaking

Additional Skills And Knowledge

• JD required; estate planning background preferred
• CFP® (or willingness to work toward) desirable
• Prior experience in financial services a plus

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio.

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.

Salary

Minimum: USD $120,000.00 per year.

Maximum: USD $180,000.00 per year.