Responsibilities
- Review and summarize plan and legal documents to educate financial advisors.
- Identify potential issues in wealth management projects, such as reviewing client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning.
- Review clients' planning objectives to help identify opportunities to meet their needs.
- Coach advisors to quarterback relationships with clients and other professionals like attorneys or CPAs, helping advisors focus on the strategic big picture and guiding them through planning issues.
Benefits
- Generous bonus and 401(k) programs.
- Tuition reimbursement.
- Flexible work schedules.
- Hybrid work schedule with work from home on Wednesdays and Fridays.
- Incredible health care benefits.
Compensation
Generous bonus and 401(k) programs.
Work Arrangement
Hybrid — Waltham, Massachusetts, San Diego, California, Blue Ash, Ohio
Other
- Hybrid work schedule: work from home on Wednesdays and Fridays.
- Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment.
- Commonwealth is an equal opportunity employer.