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Hybrid Advanced Planning Consultant: Wealth Strategy
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-14
Listing for:
Commonwealth Financial Network
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Commonwealth Financial Network is seeking an Advanced Planning Consultant to deliver educational and consultative planning strategies on estate, tax, charitable planning, and retirement income topics. The role serves as a technical resource for wealth management strategies for over 2,000 independent financial advisors.
Based in a bi-coastal team, you’ll collaborate with advisors and colleagues to solve complex planning challenges, coach relationships with clients and professionals, and
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