Advanced Planning Consultant

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

Benefits offered by this job

Generous bonus program

401(k) programs

Tuition reimbursement

Flexible work schedules

Job summary

Commonwealth Financial Network in Waltham, Massachusetts seeks an advanced planning consultant to provide educational and consultative financial planning strategies. This role involves reviewing legal documents, identifying planning issues, and coaching financial advisors. Candidates should possess a Juris Doctor (JD) and preferably have an estate planning background. The position offers a hybrid work schedule and a competitive salary range of $120,000 to $180,000 annually.

Qualifications

• Proficiency in researching wealth management issues.
• Aptitude for managing multiple dynamic projects.
• Ability to communicate strategies effectively.

Responsibilities

• Review and summarize financial documents for advisors.
• Identify issues in wealth management projects.
• Coach advisors in client relationship management.

Skills

Research skills

Project management

Communication skills

Strategic thinking

Education

Juris Doctor (JD)

CFP (or willingness to work toward)

Job description

Overview

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 will be able to 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 our 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

Salary

USD $120,000.00/Yr.

USD $180,000.00/Yr.

Equal Opportunity Employment

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