Hybrid Advanced Planning Consultant: Wealth Strategy

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

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