Commonwealth Financial Network

Practice Management Associate Consultant

Job Locations US-MA-Waltham
Job ID
W-2018-JF
# of Openings
1
Category
Practice Management
Type
Full-Time

Overview

Are you looking for an opportunity to build a foundation for a career in practice management consulting? Are you passionate and curious about business strategy and management? As a practice management associate consultant, you will lead introductory practice management sessions with financial advisors and provide support to senior practice management consultants. This position is ideal for an analytical, creative problem solver who wants to have a lasting and positive influence on the success of small businesses.

 

The Practice Management team serves as a strategic partner to Commonwealth advisors, helping them build healthy and growing businesses. The team offers consulting services and programs to support advisors across a broad range of business issues, including strategic planning, leadership, human resources, scale and efficiency, growth and marketing strategies, succession and continuity, acquisitions, financial benchmarking, and ensemble formation. This role provides an exciting opportunity to learn from a team of seasoned consultants and industry experts.

 

Key responsibilities

  • Engaging with advisors on introductory practice management issues
  • Responding to incoming advisor and staff inquiries via phone and email; frequently coordinating across internal departments
  • Conducting state-of-the-business calls to proactively address advisors’ business goals and challenges, help them better leverage Commonwealth’s offerings, and solicit feedback about their overall relationships with Commonwealth
  • Building quantitative Excel reports for advisor engagements that track financial benchmarks and client segmentation analyses
  • Supporting senior consultants by joining state-of-the-business engagements with top clients and drafting meeting summaries for distribution to the internal leadership team
  • Assisting senior consultants with projects and research initiative to enhance advisor resources and thought leadership
  • Organizing and preparing site visits for senior consultants, observing and participating in the visits, taking notes, and managing follow-up items (periodic travel required)

Core strengths

  • Basic understanding of the financial services industry and general business management issues
  • Demonstrated ability to work independently under pressure
  • Ability to work as both a collaborative team member and an individual
  • Exceptional interpersonal and team-building skills
  • Strong written and verbal communication skills
  • Excellent listening and follow-up skills
  • Comfortable in a fast-paced, high-demand, dynamic environment

Additional skills and knowledge

  • 3+ years of experience in the financial services industry
  • Bachelor’s degree required (strong desire to pursue an MBA in the future)
  • FINRA Series 7 securities registration a plus

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

 

About Commonwealth—and Our Anything but Common® Culture

 

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 delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.

 

That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.

 

Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.

 

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth Financial Network® 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 Financial Network® is an equal opportunity employer that is committed to a diverse workforce.

Summary

 

 

 

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