Consulting Fees Specialist - 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 Advisory Fees department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

Put your strong attention to detail—and your passion for customer service—to work on the operations side of the business. Our Advisory Fees department is looking for someone to assist with processing, collecting, and reconciling Wealth Management Consulting contracts and fee payments.

Key Responsibilities 

• Processing Wealth Management Consulting Agreements and Retirement Plan Consulting Agreements; working with Commonwealth advisors and various third parties to ensure proper processing of Consulting business
• Providing indispensable customer service via phone and email; responding to inquiries from advisors and others regarding Consulting business
• Resolving discrepancies in Consulting fee payments
• Backing up our in-house Service Center team by answering questions, as well as investigating and resolving escalated issues
• Working with the Transition team to help new advisors transfer their advisory business to Commonwealth

Core Strengths 

• Strong attention to detail
• Excellent organizational skills; able to handle multiple priorities with ease
• Deadline driven
• Passion for customer service
• Careful, patient approach to daily responsibilities
• Effective communication skills—written and oral
• Keen eye for process improvement and quality assurance
• Ability to solve problems in an efficient and professional manner
• Positive attitude
• Ability to apply learned skills to various situations
• Proficient in Microsoft Word and Excel
• Prior financial services experience a plus

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 health care 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; San Diego, California and a new office opening soon in greater Cincinnati, Ohio. 

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.   

Min

Max