Associate Consultant - Commonwealth Financial Network

Overview

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Investment Advisory Consulting department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for an investment consultant associate to join our ranks. The Investment Advisory Consulting department consults with advisors on strategies for growing their advisory practice and provides them with comprehensive investment solutions, including asset allocation, product implementation, portfolio case design, and approved advisory platforms. In this role, you will focus primarily on advisor support functions, including proposal generation, Morningstar advisor workstation support, advisory platform support, and projects to help advisors increase efficiency. With time, you will have the opportunity to expand your responsibilities within the IAC team, working directly with our advisors to further promote their business development. 

Key Responsibilities

• Responding to inquiries from advisors on investment topics and products
• Assisting with creating proposals, manager research, creating models, and performing other tasks related to advisory account maintenance 
• Providing assistance and training on Commonwealth’s research tools and services
• Collaborating with other Wealth Management departments (including Research, Advanced Planning, Retirement Consulting, and Annuities) on various projects and initiatives
• Assisting advisors with portfolio construction and analysis, for both existing clients and new business opportunities

Core Strengths and Skills

• Team player; ability to excel in a collaborative environment
• Strong communication skills and attention to detail in delivering indispensable service to our advisors  
• An understanding of (or willingness to learn about) the broad spectrum of investment-related products and services, including advisory platforms, asset allocation, mutual funds, exchange-traded funds, and separate accounts
• Creative problem solving and desire to improve current processes

 Additional Skills and Knowledge

• 1-3 years of financial services experience
• Bachelor’s degree
• Proficient in Microsoft Office applications (Outlook, Excel, Teams, Power BI) 
• Familiarity with Morningstar® Advisor WorkstationSM or other research software
• FINRA Series 7 securities registration or ChFC® (or willing to work towards)

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

Picture Yourself Here  

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible healthcare benefits; and we find plenty of occasions to celebrate. What’s not to love? 

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. 

About Commonwealth  

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.  

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards.   

The Fine Print  

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.  

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.   

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