Advanced Planning Consultant

Overview

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Advanced Planning department offers a hybrid work schedule, so you will be able to work from home on Wednesdays and Fridays.

We’re looking for an advanced planning consultant to join our ranks. The Advanced Planning department provides educational and consultative financial planning strategies to our more than 2,000 independent financial advisors. In this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning.

We are a bicoastal team of 14 people. Given our consultative nature, we’re known for supporting one another, advisors, and colleagues to accomplish our goals. If your passion for consulting, research, and service runs deep, consider joining our team.

• Reviewing and summarizing plan and legal documents to educate financial advisors
• Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning)
• Reviewing clients’ planning objectives in order to help identify opportunities to meet their needs
• Coaching advisors to quarterback relationships with clients, other professionals (e.g., attorneys or CPAs), helping advisors focus on the strategic big picture, and walking them through planning issues

• Proficiency researching issues and confidently helping advisors think through clients’ planning strategies
• Aptitude for managing dynamic projects across a broad spectrum of disciplines on a daily basis
• Ability to write communication and strategy articles, develop client presentation pieces, and participate in public speaking

• JD required; estate planning background preferred
• CFP (or willingness to work toward) desirable
• Prior experience in financial services a plus

USD $/Yr.

USD $/Yr.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.