Wealth Consultant

Role Summary

The Wealth Consultant plays a key role in managing and supporting client relationships, working alongside advisors to design and implement investment strategies. This individual helps guide clients through financial decisions, ensuring recommendations are clearly understood and effectively executed while contributing to the growth of wealth management relationships.

This position will be hybrid/in office in Boston, MA so candidates must be able to commute into Boston, MA.

Key Responsibilities

• Partner with advisors on case design, portfolio construction, product recommendations, and joint work engagement
• Participate in client meetings to present and explain wealth management strategies and solutions
• Develop and deliver investment proposals across managed accounts, alternatives, insurance solutions and annuity solutions
• Support ongoing client relationships within the advisory team
• Identify opportunities to deepen client engagement and drive implementation

Qualifications

• Bachelor's degree preferred
• 3+ years of experience in wealth management or financial services
• Series 7 and 66 (or equivalent) required
• Experience discussing investment solutions with clients and/or advisors
• Strong understanding of asset allocation, portfolio construction, and investment products
• Familiarity with application of annuity products within an overall a portfolio
• Excellent communication and relationship-building skills

What Success Looks Like

• Trusted partner to advisors and clients
• Drives engagement and implementation of investment solutions
• Delivers clear, confident, and consistent recommendations

Equal employment opportunity

Commonwealth Financial Group is an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Hiring Alert

Commonwealth Financial Group will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Work Location: Hybrid remote in Boston, MA 02210