You may be early on in your financial services career, but your analytical skills are top-notch and your attention to detail is razor sharp, too. Fast-paced environments and high expectations don’t deter you.
Commonwealth’s Preferred Portfolio Services® (PPS) Direct/Select team is looking to add a portfolio administrator with these strengths to its ranks. In this role, you would play an integral part in the timely and accurate processing of our business, in addition to supporting the processing of the subadvised and strategist program held within Commonwealth’s PPS platform.
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.