Commonwealth Financial Network

Field Development Operations Associate

Job Locations US-CA-San Diego
Job ID
SD-2020-VS
# of Openings
1
Category
Field Development & Transition
Type
Full-Time

Overview

Does your ideal workday include planning, organizing travel, and offering a top-notch hospitality experience? Have you always wanted to work with a fun, outgoing, and supportive group of people? That describes our Field Development team to a T—and we hope it describes you, too. Each day, our eight-person group strives to bring the best advisors in the industry into the Commonwealth fold—and we are looking for a detail-oriented associate to support these efforts.

 

As an operations associate, you’ll use your attention to detail and excellent customer service skills to help our field development consultants create, plan, and execute the ultimate first impression by crafting unforgettable home office experiences for prospective advisors. These visits play a key role in an advisors’ decision to join Commonwealth.

 

Key responsibilities

  • Coordinating the logistics for prospective advisor visits to the home office (e.g., scheduling meetings, making travel and hotel arrangements, organizing meals, arranging for visit gifts, handling setups)
  • Using our client relationship management (CRM) system on a daily basis to perform tasks that include managing prospective advisor information, tracking mailings, and scheduling visits
  • Reviewing and processing all incoming advisor and staff affiliation kits from start to finish
  • Serving as the primary contact for all questions regarding affiliation kits
  • Distributing marketing kits to prospective advisors
  • Maintaining up-to-date marketing materials for prospective advisor visits
  • Managing and leading department projects; updating procedures and workflows as needed

Core strengths

  • Superb attention to detail
  • Strong technical skills in Excel, Word, and database tools
  • Strong team player
  • Expert ability to multitask and meet deadlines
  • Excellent customer service skills in writing, in person, and on the phone

Additional skills and knowledge

  • 2+ years of professional work experience

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.

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