Commonwealth Financial Network

Field Development Consultant

US-MA-Waltham
Job ID
W-2017
# of Openings
1
Category
Field Development & Transition
Type
Full-Time

Overview

Commonwealth Financial Network® is the largest privately held independent broker/dealer–RIA in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been helping our field force of independent financial professionals help investors pursue their financial goals. We do that by providing them with the technology, research, resources, and support that allow them to keep their focus on what’s most important: investors and their financial objectives.

 

With that said, we are not your typical financial services firm. For starters, we’re a fast-growing company, and we think and have fun like a start-up. Conveniently located on the commuter rail near the intersection of Route 95 and the Mass Pike, we’re accessible from anywhere—and away from the congestion of a downtown commute.

 

Commonwealth recognizes that our people are our greatest asset by investing in training and professional development. As a result, Commonwealth has been recognized 35 times (and counting) as one of the Best Places to Work by top publications in the region (Boston Globe, Boston Business Journal, San Diego Business Journal, San Diego Union-Tribune), as well as in the IT industry (Computerworld). With high marks in areas such as work environment, work/life balance, job satisfaction, and opportunities for advancement, Commonwealth is a place where you can thrive.

 

Discover what it’s like to be psyched to come to work every day! We offer you:

  • A generous bonus plan
  • Stock options and use of vacation properties (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, the Bahamas, and the Dominican Republic)
  • A more relaxed, “dress for your day” dress code
  • A free on-site fitness center
  • Ample opportunity to volunteer with and support local charities
  • A VTO (volunteer time off) day to use toward a cause that’s important to you
  • Tuition reimbursement
  • Free breakfast on Fridays
  • A competitive benefits package—and much more

About the Opportunity

We are looking for a talented and self-motivated field development consultant to join our successful, driven, and fun Field Development and Transition team. In this highly visible position, you will initiate and foster relationships with prospective Commonwealth advisors in our target market—all the while embracing our firm’s Anything but Common philosophy and steadfast dedication to providing indispensable service. Our goal of 100-percent satisfaction for our advisors means that everyone in our home office is driven to do whatever it takes to help them be their best every day.
 
Think you have what it takes? Then let’s talk.

Responsibilities

  • Proactively reaching out to prospective Commonwealth advisors, giving them an understanding of the firm and evaluating for fit
  • Developing and maintaining relationships with these well-suited prospects, ensuring that the Commonwealth name and reputation are front of mind when considering a new broker/dealer
  • Suggesting creative new ways for our team to improve its recruitment approaches
  • Responding to inbound inquiries and requests for proposal
  • Coordinating and hosting advisor visits to our home office and traveling to prospective advisors’ offices
  • Proficiency and familiarity with CRM contact relationship management software

Qualifications

  • At least 3 years of experience in the financial services recruiting industry with either direct broker/dealer recruiting experience or sales experience
  • Self-starter who is motivated to fill pipeline with quality prospects
  • Strong verbal and written communication skills
  • Excellent listening and probing skills
  • Strong time management and organizational skills
  • Ability to excel in a team environment
  • FINRA Series 7 securities registration preferred
  • Experience with CRM contact relationship management software
  • Ability to travel 20 percent of the time

Summary

Have we piqued your curiosity? Can you see yourself thriving in this career opportunity, as well as our Anything but Common® workplace culture? If so—and if your background and experience align with our needs—please do submit your application right away.

 

Commonwealth Financial Network® is an equal opportunity employer.

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