Commonwealth Financial Network

  • Technology Consultant

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
    Technology - Operations, Engineering & Support Services
  • Overview

    Our Technology Consulting team is looking to bring a junior consultant into the fold. In addition to the requisite technical knowledge, our ideal candidate will also have a natural ability for delivering indispensable customer service. An outgoing personality balanced with a calm, can-do demeanor is a must for this position.


    Key responsibilities 

    • Installing and configuring on-site and remote small business networks, including hardware firewalls
    • Providing a top-notch customer service experience that leaves a lasting positive impression while working with financial advisors who are transitioning their business to Commonwealth
    • Maintaining constant communication with our end users to help Commonwealth advisors make smart, strategic use of their technology solutions
    • Organizing and analyzing information, processes, and research that will best serve our advisors’ technology needs
    • Thinking through problems creatively—not just looking at by-the-book solutions
    • Using Commonwealth resources to quickly get users back to work
    • Providing back-end support to offices going through a consultation

    Core strengths 

    • An attitude of adaptability and flexibility
    • Comfortable working in a fast-paced environment with constant changes
    • A good operational understanding of brokerage houses and financial advisory business
    • Excellent written, verbal, and presentation skills, with the ability to facilitate meetings
    • Detail oriented; ability to multitask and meet deadlines
    • Comfortable working independently, but also a team player
    • Strong computer skills and the ability to learn new applications

    Additional skills and knowledge 

    • At least 3 years of experience working in the technology field
    • Experience working with small business owners and configuring and troubleshooting small business networks (on-site and remote)
    • Customer service experience in a financial services environment is a plus
    • Experience with DNS, VPN, Microsoft Exchange, Microsoft Windows and Office 365, Microsoft Visio, Check Point firewalls, Mac OSX, mobile devices, and day-to-day office technology solutions (e.g., printers, scanners, computers)
    • Synology DSM knowledge is a plus
    • In touch with technology trends and what’s new

    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. 


    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.


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