Commonwealth Financial Network

  • Retirement Consulting Intern

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

    Are you looking for an internship in Wealth Management over the summer break? Our Retirement Consulting Services team is looking for someone who is patient and detail oriented to help with data management and reporting. You will work on a few projects as well, including generating and storing investment factsheets and acquiring fund prospectuses.


    Retirement Consulting Services supports Commonwealth’s 1,900+ advisors’ retirement business by providing access to the best products and resources. Your strengths will contribute to our reputation for providing indispensable service.


    Key responsibilities

    • Compiling data from our Defined Contribution Investment Only partners and distributing ongoing and ad-hoc reports as needed
    • Conducting general maintenance of business management tools
    • Generating investment reports for our internal investment management program
    • Rationalizing and maintaining online resources
    • Assisting with additional departmental projects and tasks as needed


    Core strengths

    • Attention to detail and process oriented
    • Intermediate familiarity with Microsoft Excel
    • Active listening skills
    • Patience with repetitive work
    • Organizational skills
    • Ability to follow direction
    • Focused and independent


    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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