Commonwealth’s Service Center is an elite bicoastal team of talented, driven, and fun people who collaborate to achieve their goals. We are the first point of contact for our financial advisors and their staff. As one of us, you will assist advisors and staff with their day-to-day operations, from resolving problems to providing guidance on our systems and resources. Every day stands to offer something different.
Operations support specialists are responsible for an extensive range of operational processes and procedures and provide indispensable service through effective communications and by embracing our Anything but Common® culture and community. Your mission will be to build strong, trusting relationships with our financial advisors and their staff by using your industry knowledge and out-of-the-box thinking. To help achieve this mission, our team has an extensive in-house training program designed to prepare you for a successful career in our Service Center.
Personal development is one of Commonwealth’s core values—and is something we value highly. To help you develop professionally, you will have the opportunity to earn valuable industry designations. Commonwealth prides itself on providing a supportive workplace where everyone can thrive!
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.
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth Financial Network® will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.
Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.