Are you a positive, patient, organized, and self-motivated person? Someone who takes pride in teamwork and delivering top-notch customer service? That’s what our team is all about—and we’re looking to bring someone on board who shares these strengths.
Our Transfer of Assets department is the strong and steady, hardworking yet fun team that is responsible for all account transfers in to and out of Commonwealth. Our team of 20—which spans both coasts—is a blend of tenured employees and newer recruits. We’re driven by our attention to detail and passion for following policies, procedures, and regulations to a T—all while providing Commonwealth’s signature level of indispensable service. The right candidate is someone who will quickly earn the trust and respect of our advisors, as well as his or her coworkers.
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.