Commonwealth Financial Network

Practice Management Consultant

US-MA-Waltham
Job ID
W/SD-2017-5000
# of Openings
1
Category
Practice Management
Type
Full-Time

Overview

Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–broker/dealer 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 37 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

Does the word “versatile” fit you to a T? Do the roles of consultant, coach, project manager, and strategist describe the contributions you’ve made in your business career? We are looking for someone with the capability and credibility to interact with our network of sophisticated independent financial advisors, helping them thrive in their own businesses with Commonwealth’s support.
 
Think you have what it takes? Then let’s talk.
 

Responsibilities

  • Engaging with advisors to enhance relationships and simultaneously address their most pertinent business issues (business planning, leadership, human resources, operations, marketing, business risk, growth strategies, and more)
  • Establishing relationships with advisors to help them progress with their goals
  • Identifying and developing strategies that help advisory offices make greater use of Commonwealth offerings, such as technology, operational efficiency resources, wealth management offerings and services, compliance guidance, and more
  • Creating documents and integrating value-added projects to help advisors learn about critical practice management issues
  • Offering ideas and suggestions that will support the team’s commitment to providing (and improving upon) value-added services

Qualifications

  • 5 years of experience as a consultant or equivalent broad internal (Commonwealth) experience
  • BA required; MBA desirable
  • FINRA Series 7 securities registration desirable
  • An understanding of the financial services industry, the broker/dealer business, and general business management issues
  • Demonstrated ability to work under pressure
  • Strong written and verbal communication skills
  • Excellent listening and follow-up skills
  • Comfortable in a fast-paced, dynamic environment

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 that is committed to a diverse workforce.

 

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