Hybrid Advanced Planning Consultant: Wealth Strategy

Commonwealth Financial Network

Boston, MA

JOB DETAILS
SKILLS
Coaching, Consulting, Customer Relations, Management Strategy, Resource Management, Retirement Planning, Strategic Planning, Tax Planning, Training/Teaching, Wealth Management
LOCATION
Boston, MA
POSTED
Today

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#J-18808-Ljbffr

About the Company

C

Commonwealth Financial Network