What are the responsibilities and job description for the Wealth Consultant position at Commonwealth Financial Group?
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.
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
- 3 years of experience in wealth management or financial services
- Bachelor's Degree Required
- 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.