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Senior Wealth Planning Consultant

2 months ago

Waltham, Massachusetts, United States Commonwealth Financial Network Full time

Position Overview:

Are you seeking a dynamic and supportive workplace that values work-life harmony? Look no further than Commonwealth Financial Network. We prioritize our employees' well-being through competitive bonus structures, comprehensive 401(k) plans, tuition assistance, and flexible work arrangements. Our Advanced Planning department also offers a hybrid work model, allowing you to balance remote work with in-office collaboration.

We are in search of a Senior Wealth Planning Consultant to enhance our team. The Advanced Planning department is dedicated to delivering educational and consultative financial planning solutions to over 2,000 independent financial advisors. This role will act as a vital technical resource for various wealth management strategies, including estate and tax planning, charitable giving, social security optimization, education funding, executive compensation, business succession, and retirement income strategies.

Key Responsibilities:

  • Analyzing estate planning documents to address inquiries from financial advisors.
  • Identifying potential challenges across diverse wealth management initiatives, such as assisting advisors in evaluating client estate planning goals, executive compensation structures, wills, trusts, stock options, and business succession strategies.
  • Assessing client planning objectives to uncover opportunities that align with their needs.
  • Guiding advisors in managing client relationships and collaborating with other professionals (e.g., attorneys or CPAs), focusing on strategic planning and navigating any relevant issues.

Core Competencies:

  • Proficient in researching complex issues and confidently assisting advisors in developing client planning strategies.
  • Able to manage multiple projects simultaneously while embracing a wide range of disciplines daily.
  • Skilled in crafting written communications and strategic articles, developing client presentation materials, and engaging in public speaking.

Preferred Qualifications:

  • Juris Doctor (JD) or Certified Financial Planner (CFP) designation required.
  • Background in estate planning or previous experience in the financial services sector is preferred.

Join Us:

At Commonwealth, we envision a brighter future. We hold ourselves and each other to high standards, fostering a culture of care and support. We invest in our employees' growth through career development and educational opportunities, while also promoting diversity, equity, and inclusion. Our comprehensive healthcare benefits and numerous celebrations make Commonwealth a place where you can thrive.

We continuously strive for improvement and seek individuals who share our commitment to excellence. Together, we can create a better future for our advisors, their clients, our organization, and ourselves.

About Commonwealth Financial Network:

Commonwealth Financial Network, a member of FINRA/SIPC and a Registered Investment Adviser, offers a suite of business solutions that empower over 2,000 independent financial advisors nationwide. Since our establishment in 1979, we have been dedicated to creating an environment of excellence, growth, and enjoyment, earning us 44 Best Place to Work awards.

Important Note:

We prioritize your online safety as a prospective employee and encourage you to exercise caution when responding to job postings. Commonwealth will never request payment or fund transfers as a condition for interviews or employment.

Commonwealth is an equal opportunity employer, committed to sourcing talent from diverse backgrounds.