Commonwealth Financial Network

  • Junior Technology Consultant

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
    Technology - Support Services
  • Overview

    We are not your typical financial services firm. For starters, we’re a fast-growing company with 30 percent of our employee head count in technology. We’ve been recognized as a Best Place to Work 40 times (and counting), and Computerworld has ranked us highly nationwide for the past 12 years as one of the best places to work in IT—and for good reason.


    Our firm is committed to technology and wants to be the best at what we do. Bring your passion and come to work at a place that values your talents! We think and have fun like a start-up (bocce tournament, annual turkey fry, summer outing, etc.) yet have the financial stability to offer you the best training and technology money can buy.


    Conveniently located on the commuter rail near the intersection of I-95 and the Mass Pike, we’re accessible from anywhere—and away from the congestion of a downtown commute.
    Discover what it’s like to be psyched to come to work every day! We offer you:


    • Generous bonus and stock option incentive plans
    • Use of our chairman’s vacation properties (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, Park City, the Bahamas, and the Dominican Republic) at no cost
    • Fully paid maternity leave (12 weeks) and spousal leave (3 weeks)
    • An opportunity to participate in our Idea Lab, a fun and dynamic program that lets us dedicate time to experimentation
    • 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

    Our Technology Consulting team is looking to bring a junior consultant into the fold. In addition to the requisite technical knowledge, our ideal candidate will also have a natural ability for delivering indispensable customer service. An outgoing personality balanced with a calm, can-do demeanor is a must for this position.
    If you think you have what it takes, then let’s introduce ourselves.


    • Installing and configuring on-site and remote small business networks, including hardware firewalls
    • Providing a top-notch customer service experience that leaves a lasting positive impression while working with financial advisors who are transitioning their business to Commonwealth
    • Maintaining constant communication with our end users to help Commonwealth advisors make smart, strategic use of their technology solutions
    • Organizing and analyzing information, processes, and research that will best serve our advisors’ technology needs
    • Thinking through problems creatively—not just looking at by-the-book solutions
    • Using Commonwealth resources to quickly get users back to work
    • Providing back-end support to offices going through a consultation


    • At least 3 years of experience working in the technology field
    • An attitude of adaptability and flexibility
    • Comfortable working in a fast-paced environment with constant changes
    • Experience working with small business owners
    • A good operational understanding of brokerage houses and financial advisory business
    • Customer service experience in a financial services environment, a plus
    • Excellent written, verbal, and presentation skills, with the ability to facilitate meetings
    • Detail oriented; ability to multitask and meet deadlines
    • Comfortable working independently, but also a team player
    • Strong computer skills, including Microsoft Office suite and Visio; ability to learn new applications

    Technical knowledge:

    • DNS
    • VPN
    • Microsoft Exchange
    • Microsoft Windows and Office
    • Check Point Firewalls
    • Mac OSX
    • Day-to-day office technology solutions (e.g., printers, scanners, computers)
    • Mobile devices
    • Configuring and troubleshooting small business networks (on-site and remote)
    • In touch with technology trends and what’s new
    • Synology DSM knowledge, a plus


    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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