Advanced Planning Consultant

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’ll be able to work from home for part of the week!

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. This role 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 sixteen 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 estate planning documents to address questions from 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 client’ planning objectives in order to help identify opportunities to meet their needs
• Coaching advisors to quarterback relationships with clients, other professionals (e.g., an attorney or CPA), helping advisors focus on the strategic big picture, and walking them through any planning issues

Core Strengths and Skills

• 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 on a daily basis
• Comfortable writing communication and strategy articles, developing client presentation pieces, and participating in public speaking

Additional Skills and Knowledge

• JD or CFP®required
• Estate planning background or prior experience in financial services preferred

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 are building out a robust diversity, equity, and inclusion program; 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 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California and a new office opening soon in greater Cincinnati, Ohio. 

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, which has earned us 44 Best Place to Work awards.   

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.