Commonwealth Financial Network

  • Field Development Associate Consultant

    Job Locations US-CA-San Diego
    Job ID
    # of Openings
    Field Development & Transition
  • Overview

    Our successful, driven, and fun Field Development and Transition team is looking to bring on a field development associate consultant to help us initiate and foster relationships with prospective financial advisors in our target market. You will work with field development consultants and team members in other departments to support home office visits, reach out to leads, and onboard new advisors with our signature indispensable service.


    Our goal of 100-percent satisfaction for our advisors means that everyone in our home office is driven to do whatever it takes to help them be their best every day.


    Key responsibilities 

    • Proactively researching and evaluating prospective advisors, providing information about the firm and evaluating fitwhen reaching out
    • Assisting field development consultants and team members in other departments with tasks related to streamlining the onboarding experience for new advisors
    • Responding to inbound inquiries and requests for proposalalongside a field development consultant
    • Maintaining the CRM database to support the sales process and report on each marketing campaign  
    • Preparing the logistics for home office visits (booking presenters, securing rooms, preparing visit materials, and developing advisor profiles)  
    • Managing and leading departmental projects, as needed  

    Core strengths 

    • At least 2 years of experience in the financial services field with RIA or broker/dealer experience
    • Self-starter who is motivated to fill the team’s pipeline with quality prospective advisors
    • Strong verbal and written communication skills
    • Excellent listening and probing skills
    • Strong time management and organizational skills
    • Ability to excel in a team environment
    • FINRA Series 7 securities registration preferred
    • Experience with CRM software

    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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