Commonwealth Financial Network

  • Brokerage Cashier

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

    The Cashiering team is a select group of money-movement specialists working within a vital operational department. As part of this team, you’ll be trained on a broad array of transactional functions, from check, wire, and EFT disbursements to stock deposits and certain types of securities transfers. You’ll be on the phone daily with financial advisors and their staff, internal Commonwealth departments, transfer agents, and other contra firms. You’ll sit in on meetings and collaborate on projects. And you will be provided with plenty of opportunities to succeed and grow within the company and field, including acquiring industry registrations. In short, you’ll rapidly gain singular, invaluable career experience.


    We are a small, close-knit group (currently 24 strong), and we’re picky about fit! Together, we’re responsible for thousands of transactions every day, so an exceptional eye for detail is a must, as is calm, diligent performance. We look out for each other and pick each other up when things get busy; we expect that you will do the same. So if you’re team-centric and can hustle in a fast-paced environment, then this may be the right gig for you.


    Key responsibilities 

    • Processing money-movement transactions, such as check, wire, EFT, and journal disbursements
    • Transferring securities between accounts internally and externally, paying close attention to the strict regulations and deadlines governing those transactions
    • Depositing physical stock certificates and performing associated certificate research
    • Assisting in establishing standing-payment money-movement instructions
    • Resolving occasional problems and assisting our Service Center, advisors, and product companies as necessary
    • Participating in a variety of departmental projects—both operational and in support of our company culture—and taking on additional responsibilities as requested
    • Providing indispensable customer service in each and every interaction


    Core strengths 

    • Excellent written and verbal communication skills
    • Knowledge of Treasury and/or finance and banking procedures, or equivalent work experience or undergraduate focus, preferred
    • Excellent customer service skills and a commitment to embracing Commonwealth’s indispensable service philosophy
    • A passion for hard work
    • Highly detail oriented, organized, and self-motivated
    • An eye for process improvement; a forward thinker when it comes to problem solving
    • Determination to continue learning and developing and a desire to surpass expectations


    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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