Hybrid Wealth Planning Consultant - San Diego - Commonwealth Financial Network

    Commonwealth Financial Network
    Description
    A financial services company is seeking an advanced planning consultant to join their San Diego team.

    This role involves educating financial advisors on estate and tax strategies, identifying client planning opportunities, and coaching advisors in client interactions.

    The ideal candidate will have a JD and an estate planning background. They offer a hybrid work schedule with great benefits and emphasize employee development and work-life balance.

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