Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent 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 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 38 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:
Excellent written and verbal communication skills
Strong attention to detail
Minimum 3 years of experience in the financial services industry
FINRA Series 7, 24, 53, and 66 securities registrations required
Detail-oriented with strong analytical and organizational skills
Ability to meet deadlines in a fast-paced environment
Ability to work well independently and under pressure
Proficient in Microsoft Word and Excel
A background in securities, including mutual funds, equities, options, and fixed income products
Familiarity with the current regulatory environment as it relates to client suitability in the financial services industry
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.