Advanced Planning Consultant

Commonwealth Financial Network
Waltham, MA
Category Consulting
Job Description
Commonwealth Financial Network is seeking an Advanced Planning Consultant to provide financial planning strategies to a wide range of independent financial advisors. The role involves reviewing client plans, identifying opportunities for improvement, and coaching advisors on wealth management topics. The company emphasizes work-life balance, hybrid work arrangements, and employee growth.

Requirements

  • Reviewing and summarizing plan documents.
  • Identifying potential issues in wealth management projects.
  • Coaching advisors to strengthen client relationships.
  • Writing communication and strategy articles.
  • Active in public speaking.
  • JD and CFP® (preferred)

Benefits

  • Competitive bonus
  • 401(k) programs
  • Tuition reimbursement
  • Flexible work schedules
  • Health care benefits
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