Advanced Planning Consultant

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.

Key Responsibilities

• 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

Core Strengths and Skills

• 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

Additional Skills and Knowledge

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

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

Picture Yourself Here 

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love? 

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. 

The Fine Print 

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.