Wealth Management Specialist
7 days ago
We are seeking a highly skilled Advanced Planning Consultant to join our team at Commonwealth Financial Network. As a key member of our Advanced Planning department, you will play a critical role in providing educational and consultative financial planning strategies to our network of independent financial advisors.
Key Responsibilities- Review and analyze estate planning documents to address complex questions from financial advisors.
- Identify potential issues on various wealth management projects, including estate planning objectives, executive compensation plans, wills, trusts, stock options, and business succession planning.
- Review client planning objectives to help identify opportunities to meet their needs.
- Coach advisors to quarterback relationships with clients, other professionals, and help them focus on the strategic big picture.
- Ability to research complex issues and confidently help advisors think through clients' planning strategies.
- Aptitude to manage multiple 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.
- JD or CFP required.
- Estate planning background or prior experience in financial services preferred.
Commonwealth Financial Network is a leading provider of business solutions for independent financial advisors nationwide. With a strong commitment to excellence, growth, rewards, and fun, we have earned 44 Best Place to Work awards. We are an equal opportunity employer, making intentional efforts to source talent from all backgrounds.
CompensationSalary: Min $110,000.00/Yr. Max $150,000.00/Yr.
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