Commonwealth Financial Network

Advanced Planning Consultant

Job Locations US-MA-Waltham
Job ID
W/SD-2021-158
# of Openings
1
Category
Advanced Planning
Type
Permanent/ 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 ten 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.

 

Picture Yourself Here  

Imagine keeping company with big thinkers and even bigger doers who share a common purpose to make a profound difference. Figure in an experience-it-to-believe-it culture, massive growth potential, and benefits galore, and you get the full impression.   

 

We are committed to providing a supportive, equitable environment where you can bring your full, authentic self to your work every day and truly thrive in meaningful ways. Where you can be yourself and belong. Where you can build a career and find community.  

  

At Commonwealth, everyone plays a part in our success story—and in building a more diverse and inclusive workplace, we are broadening our perspectives and capabilities. Together, our potential is limitless. Come join us on the pathway to a brighter future!  

  

About Commonwealth  

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide.  

  

J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.   

  

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, so our employees genuinely enjoy coming to work. Our refreshing workplace culture has earned us 43 Best Place to Work awards—and counting.   

  

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 candidates from all backgrounds.   

 

 

 

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