Commonwealth Financial Network

  • Field Development and Transition Intern

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
    Field Development & Transition
  • Overview

    Are you detail oriented, organized, and a quick learner? Looking for a part-time internship for the winter and spring, with the possibility of working full-time in the summer? Our Field Development and Transition department—the one responsible for keeping Commonwealth expanding—has an opportunity for a process-oriented team player.


    As a team, our days have us identifying and soliciting great prospective advisors and ensuring the smoothest transition possible for them as they join Commonwealth. Working with departments throughout the firm, together, we set the tone for what life is like at Commonwealth for the financial advisors who join us each year.


    Key responsibilities

    • Assisting Field Development with maintaining and researching advisor information in our customer relationship management (CRM) system
    • Working with Transition on day-to-day processing, including contacting sponsor firms for paperwork requirements
    • Assisting with maintaining resources, information, and departmental workflows within our SharePoint site
    • Participating in various departmental projects
    • Assisting with the setup and breakdown of rooms for prospective advisor visits 

    Core strengths

    • Strong PC skills, including proficiency in Microsoft Office Suite
    • Strong written and verbal communication skills
    • Detail oriented, organized, and able to learn tasks quickly
    • Professional phone skills and active listening skills
    • Ability to work in a fast-paced environment while being flexible
    • Critical thinking and analytical skills
    • Reliable, dependable, and focused
    • Professional demeanor
    • Industry knowledge is not required but is 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.


    Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.



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