Commonwealth Financial Network

  • Advanced Planning Consultant

    Job Locations US-CA-San Diego
    Job ID
    SD/W-2019-WD
    # of Openings
    1
    Category
    Advanced Planning
    Type
    Full-Time
  • Overview

    The Advanced Planning department provides educational and consultative financial planning strategies to our more than 1,900 independent financial advisors, who are dedicated to helping their clients achieve their wealth management goals. Our advisors lean on us to help them understand complex issues. Research plays a large part in the daily support we provide. As an advanced planning consultant, 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 small shop (just nine people on our bicoastal team). Given our consultative nature, we’re known for supporting one another, advisors and colleagues alike, to get our goals accomplished. If, like us, your passion for consulting, research, and service runs deep—and you are a self-assured, poised, and approachable person committed to providing top-notch service—consider joining our team.

     

    Key responsibilities

    • Reviewing and summarizing plan and legal documents
    • Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review a client’s 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 the client relationship with clients, other professionals (e.g., an attorney or CPA), helping advisors focus on the strategic big picture, and walking them through the planning issues

    Core strengths

    • Ability to research issues and confidently help advisors think through clients’ planning strategies
    • Aptitude to manage projects moving in different directions and to embrace a broad spectrum of disciplines throughout your day
    • Comfortable writing communication and strategy articles, developing client presentation pieces, and participating in public speaking activities

    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? Let’s introduce ourselves.

     

    About Commonwealth—and Our Anything but Common® Culture

     

    Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.

     

    That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.

     

    Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.

     

    Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.

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