Commonwealth Financial Network

  • Investment Consulting Associate

    Job Locations US-CA-San Diego
    Job ID
    # of Openings
    Investment Consulting Services
  • Overview

    The Investment Consulting Services department consults with advisors on strategies for growing their advisory practice and provides advisors with comprehensive investment solutions, including asset allocation, product implementation, portfolio case design, and the approved advisory platforms. We call our fee-based platform Preferred Portfolio Services® (PPS).


    Key responsibilities

    • Spending extensive time on the phone consulting with Commonwealth advisors
    • Responding to inquiries from Commonwealth’s advisors on investment topics and products
    • Providing assistance and training on Commonwealth’s research tools and services
    • Supporting the team with investment proposal creation and investment inquiries
    • Assisting with a range of topical research-related projects 

    Core strengths

    • 2 years of financial services experience
    • Team player; excels in a collaborative environment
    • An understanding of the broad spectrum of investment-related products and services, including advisory platforms, asset allocation, mutual funds, exchange-traded funds, and separate accounts
    • Familiarity with Morningstar® Advisor WorkstationSM or other research software
    • Advanced Excel skills required
    • Strong verbal and time-management skills
    • Ability to obtain FINRA Series 7 and 66 securities registrations within 6 months of hire
    • College degree 

    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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