Advanced Planning Consultant
Commonwealth Financial Network•Waltham, MA
439d•$110,000 - $150,000•Remote
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About The Position
The Advanced Planning Consultant role at Commonwealth involves providing educational and consultative financial planning strategies to over 2,000 independent financial advisors. This position serves as a technical resource for various wealth management strategies, including estate, tax, and charitable planning, as well as retirement income planning. The role emphasizes a collaborative and supportive environment, allowing for a hybrid work schedule that promotes work/life balance.
