Commonwealth Financial Network® is the largest privately held independent broker/dealer–RIA in the United States, 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 in the heart of downtown San Diego at the intersection of First and A streets, our office is a short walk to the COASTER, a few blocks from the entrance to both the 5 and the 163, and close to the 94.
Commonwealth recognizes that our people are our greatest asset by investing in training and professional development. As a result, Commonwealth has been recognized 36 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:
One to two years of experience in the securities or insurance industry
Exemplary customer service and phone skills
Strong technical skills in Excel, Word, and database tools
Strong team player
First-rate problem-solving ability
Excellent attention to detail
Self-motivation, with the ability to seamlessly move from one task to another
Strong communication skills, both verbal and written
Flexible and patient demeanor
Comfort in a fast-paced, dynamic environment
FINRA Series 7 securities registration preferred
Willingness to travel up to up to 30 percent of time
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 submit your application right away.
Commonwealth Financial Network® is an equal opportunity employer.