Wealth Management Strategy Consultant

1 week ago


Waltham, Massachusetts, United States Commonwealth Financial Network Full time

Position Overview:

At Commonwealth Financial Network, we pride ourselves on fostering a dynamic and inclusive workplace that values work/life balance. Our commitment to employee well-being is reflected in our comprehensive benefits, including competitive bonus structures, 401(k) plans, tuition reimbursement, and flexible work arrangements. The Advanced Planning department offers a hybrid work model, allowing for a blend of remote and in-office work.

We are seeking a knowledgeable and dedicated Advanced Planning Consultant to enhance our team. This department is dedicated to providing educational and consultative financial planning strategies to over 2,000 independent financial advisors. In this role, you will act as a technical expert in wealth management strategies encompassing estate, tax, and charitable planning; social security optimization; education savings; executive compensation; business succession; and retirement income strategies.

Key Responsibilities:

  • Evaluating estate planning documents to address inquiries from financial advisors.
  • Identifying potential challenges across various wealth management initiatives, such as assisting advisors in reviewing client estate planning goals, executive compensation frameworks, 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 objectives and navigating planning complexities.

Core Competencies:

  • Proficient in researching issues and confidently advising on client planning strategies.
  • Adept at managing diverse projects and embracing a wide range of disciplines daily.
  • Skilled in crafting written communications and strategy documents, developing client presentation materials, and engaging in public speaking.

Preferred Qualifications:

  • JD or CFP designation required.
  • Background in estate planning or previous experience in financial services is preferred.

Why Join Us?

At Commonwealth, we envision a better world and hold ourselves to high standards. We prioritize mutual support and invest in our employees' growth in both their careers and education. Our robust diversity, equity, and inclusion initiatives, exceptional healthcare benefits, and numerous opportunities for celebration contribute to a fulfilling work environment.

We are committed to continuous improvement and seek individuals who share this mindset. Together, we can create a brighter future for our advisors, their clients, our organization, and you.

About Commonwealth Financial Network:

Commonwealth Financial Network, a registered investment adviser and member of FINRA/SIPC, provides a comprehensive suite of business solutions to empower over 2,000 independent financial advisors nationwide. Since our establishment in 1979, we have cultivated an environment of excellence, growth, and recognition, earning numerous accolades as a top workplace.

Note:

Commonwealth is an equal opportunity employer, actively seeking to source talent from diverse backgrounds.



  • 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...


  • Waltham, Massachusetts, United States The Ladders Full time

    Position: Wealth Management ProfessionalCompany: The LaddersThe Ladders is a prominent independent financial advisory firm committed to delivering outstanding financial guidance to clients globally. We are on the lookout for enthusiastic professionals to enhance our organization.Oversee client interactions and manage all facets of their financial...


  • Waltham, Massachusetts, United States Commonwealth Financial Network Full time

    About the RoleWe 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 ResponsibilitiesReview...


  • Waltham, Massachusetts, United States Ballentine Partners, LLC Full time

    Position OverviewBallentine Partners, LLC is a premier independent wealth management firm, dedicated to providing exceptional advisory services to our esteemed clientele. Our firm prides itself on fostering a supportive and collaborative environment, where work-life balance is prioritized. We are seeking an enthusiastic and skilled professional to enhance...


  • Waltham, Massachusetts, United States Commonwealth Financial Network Full time

    About the RoleWe 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 ResponsibilitiesReview...


  • Waltham, Massachusetts, United States The Ladders Full time

    Position: Wealth Management ProfessionalCompany: The LaddersThe Ladders is a prominent independent wealth management firm committed to delivering outstanding financial guidance to clients globally. We are in search of enthusiastic professionals to enhance our team.Oversee client relationships and manage all facets of their financial portfoliosDevelop and...


  • Waltham, Massachusetts, United States Thermo Fisher Scientific Full time

    Position Overview:The Senior Corporate Strategy Manager will play a pivotal role in defining the strategic direction of the organization. This position entails identifying avenues for growth and potential challenges across the diverse sectors of the company. Collaborating closely with the Strategy & Corporate Development team and various departments, you...


  • Waltham, Massachusetts, United States Thermo Fisher Scientific Full time

    Position Overview:The Senior Corporate Strategy Manager will play a pivotal role in defining the long-term strategic direction of the organization. This position entails a focus on uncovering growth prospects and addressing challenges across the diverse sectors of the company. Collaborating closely with the Strategy & Corporate Development team, along with...


  • Waltham, Massachusetts, United States Thermo Fisher Scientific Full time

    Position Overview:The Senior Corporate Strategy Manager will play a pivotal role in defining the long-term strategic direction of the organization. This position entails a comprehensive focus on identifying both growth prospects and challenges across the diverse portfolio of the company. Collaborating closely with the Strategy & Corporate Development team,...


  • Waltham, Massachusetts, United States Thermo Fisher Scientific Full time

    Position Overview:The Senior Corporate Strategy Manager will play a pivotal role in defining the strategic direction of the organization. Your primary focus will be on uncovering avenues for growth and addressing challenges across the diverse sectors of the company. Collaborating closely with the Strategy & Corporate Development team, along with various...


  • Waltham, Massachusetts, United States Thermo Fisher Scientific Full time

    Position Overview:The Senior Corporate Strategy Manager will play a pivotal role in defining the strategic direction of the organization. This position is primarily focused on uncovering avenues for growth and addressing challenges across the diverse sectors of the company. Collaborating closely with the Strategy & Corporate Development team, as well as...


  • Waltham, Massachusetts, United States Commonwealth Financial Network Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Platform Management and Strategy to join our team at Commonwealth Financial Network. This is a key leadership position that will play a critical role in driving the success of our core product offering and expanding our business capabilities.Key ResponsibilitiesStrategic Direction:...


  • Waltham, Massachusetts, United States The Ladders Full time

    Position: Wealth Management ProfessionalCompany: The LaddersThe Ladders is a prominent independent financial advisory firm committed to delivering outstanding financial guidance to clients globally. We are on the lookout for enthusiastic professionals to enhance our team.Oversee client interactions and manage all facets of their financial portfoliosDevelop...


  • Waltham, Massachusetts, United States Commonwealth Financial Network Full time

    Position Overview:Are you seeking a dynamic and supportive workplace that values work-life balance? Look no further than Commonwealth Financial Network. We prioritize our employees' well-being through competitive bonuses, 401(k) plans, tuition reimbursement, and flexible working arrangements. Our Advanced Planning department also offers a hybrid work model,...


  • Waltham, Massachusetts, United States Danaher Corporation Full time

    About the RoleWe are seeking an experienced Portfolio Strategy Lead to join our team at Danaher Corporation. As a key member of our Product team, you will be responsible for developing and delivering a disease-specific portfolio strategy that positions us at the forefront of our customers' minds when making product decisions.Key ResponsibilitiesDevelop and...


  • Waltham, Massachusetts, United States Lead Advisor Full time

    Job SummaryLead Advisor, LLC is a wealth management consulting and search firm. We are seeking a highly skilled Financial Planning Strategist to join our team.This role is for one of our client firms, a well-established and top wealth management firm. The ideal candidate will possess strong analytical abilities, excellent communication skills, and a...


  • Waltham, Massachusetts, United States National Grid plc Full time

    About National GridAt National Grid, we play a crucial role in connecting homes and businesses to energy, ensuring that supply meets demand effectively. Our commitment extends to powering schools, hospitals, and entertainment venues; we are a dedicated workforce serving millions. Every position within our organization contributes to achieving ambitious...


  • Waltham, Massachusetts, United States Dynatrace Full time

    Job OverviewCompany Overview:Dynatrace is dedicated to ensuring software operates flawlessly. Our platform integrates extensive observability and continuous runtime application security with advanced AIOps, delivering insights and intelligent automation derived from data. This empowers innovators to modernize and automate cloud operations, accelerate...


  • Waltham, Massachusetts, United States Beacon Hill Full time

    Position Overview:Our client, a prominent player in the pharmaceutical sector, is in search of a Communications Manager to enhance their corporate messaging initiatives. This position requires full-time commitment and involves collaborating with various departments to ensure effective communication strategies are implemented.Key Responsibilities:Oversee the...


  • Waltham, Massachusetts, United States Commonwealth Financial Network Full time

    About the RoleWe 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 ResponsibilitiesReview...