About this opportunity
Commonwealth Financial Network lists this Hybrid Wealth Planning Consultant — Estate & Tax Strategy opportunity in waltham, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Commonwealth Financial Network in Waltham, Massachusetts seeks an advanced planning consultant to provide educational and consultative financial planning strategies. This role involves reviewing legal documents, identifying planning issues, and coaching financial advisors. Candidates should possess a Juris Doctor (JD) and preferably have an estate planning background. The position offers a hybrid work schedule and a competitive salary range of $120,000 to $180,000 annually.
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Worksite address
waltham, MA, 02254, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.