Advanced Planning Consultant
Commonwealth Financial NetworkWaltham, Massachusetts, United States
Posted April 9, 2026
120000 - 180000 USD
Full Time
About the Company
Commonwealth Financial Network is a Registered Investment Adviser that provides business solutions to independent financial advisors nationwide.
Job Description
Commonwealth Financial Network is looking for an Advanced Planning Consultant to join their team. The role involves providing educational and consultative financial planning strategies to independent financial advisors, and serving as a technical resource for wealth management strategies. The company offers a hybrid work schedule, generous bonus and 401(k) programs, and tuition reimbursement.
Requirements
- JD required; estate planning background preferred
- CFP (or willingness to work toward) desirable
- Prior experience in financial services a plus
Benefits
- Generous Bonus
- 401k Matching
- Tuition Reimbursement
- Flexible Work Schedules
