We are looking for a Retirement Consultant with 5+ years of experience working with IRAs and retirement plans who is eager to share his or her diversity of knowledge and technical expertise.
If you have been working with retirement plan sponsors as a third-party administrator, compliance consultant, or client service manager your technical prowess and people skills are highly sought.
At Commonwealth, you will be working with premier financial advisors who have built very successful practices. As a retirement consultant, you will join a seasoned team of professionals who our advisors view as an extension of their practice.
Your experience and knowledge will also be leveraged to help maintain our position as a firm of choice for advisors. Members of the Retirement Consulting Services team take on individual and group projects to constantly share their insights and elevate their level of resources and services.
Additional skills and knowledge
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.