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© All Rights Reserved. ApplyBlast.com
Commonwealth Financial Network
Commonwealth is seeking an Advanced Planning Consultant to provide educational and consultative financial planning strategies to independent financial advisors. The role involves serving as a technical resource for wealth management strategies, reviewing planning documents, and coaching advisors on client relationships and strategic planning. This position offers a hybrid work schedule with opportunities for professional growth within a supportive team environment.
Headquarters
Waltham, Massachusetts, United States
Company Size
501-1000 employees
Founded
1979
Commonwealth Financial Network is an independent broker-dealer and registered investment adviser that provides business support, technology, investment solutions, and practice management services to financial advisors.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Commonwealth Financial Network.
71% above the average for this role