Commonwealth Financial Network

  • Advisor Support Associate

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
    Data Integrity
  • Overview

    Are you a multi-talented service-oriented individual with superb attention to detail and a passion for financial services? As an advisor support associate, you will join our Data Integrity department, supporting and educating advisors and staff as they use our Client360°®, Practice360°®, and Investor360°® tools. These applications allow users to view—on a household, group of accounts, or account basis—a client’s portfolio, including balances, holdings, transaction activity, performance returns, and statements and confirms. The platform offers more than 60 reports, which can be run and manipulated on demand. In this position, you will act as a lifeline for financial advisors as they make use of these tools, reports, and statements to service their clients.

    The advisor support team is responsible for ensuring the completeness and accuracy of the data powering these tools, which involves conducting research and resolving problems in collaboration with our technology provider, Advisor360°®, product sponsors, and other companies that collect and transmit client account data. 

    Key responsibilities 

    • Using investigative and problem-solving skills to troubleshoot data issues related to client account and sponsor company information, both proactively and in response to research requests
    • Using your expertise in the Advisor 360°® reports engine, which will develop from a comprehensive hands-on training program, you will recommend solutions for a wide variety of advisor reporting requirements, from practice-level portfolio analysis to helping advisors prepare for client meetings and presentations
    • Applying your deep technical knowledge, in collaboration with teams in technology and operations, to provide timely, complete, and accurate solutions
    • Upholding Commonwealth’s legacy of providing indispensable service—a level of service so satisfying that our advisors would never want to be without us

     Core strengths 

    • Experience working in financial services preferred
    • Superb attention to detail
    • Ability to multitask and meet deadlines
    • Strong problem-solving skills; able to think outside the box
    • Excellent written and oral communication skills
    • Confident, team-oriented, resourceful self-starter
    • Experience with other portfolio reporting system(s) a plus (Advent, dbCams, Albridge, Centerpiece)
    • Financial services back-office operations experience a plus

    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. 


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed