Commonwealth Financial Network

Field Development Operations Associate

Job Locations US-CA-San Diego
Job ID
SD-2021-160
# of Openings
1
Category
Field Development & Transition
Type
Permanent/ Full-Time

Overview

Does your ideal workday include working with prospective advisors, coordinating travel, planning home office visits, and offering a top-notch 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 team 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. This includes crafting an unforgettable experience throughout the recruitment process—from the very first conversation to the home office visit—which plays a key role in a prospective advisor’s decision to join Commonwealth.

 

Key responsibilities

  • Coordinating the logistics for prospective advisor visits to the home office (e.g., making travel and hotel arrangements, preparing itineraries and agendas, organizing meals)
  • Using our client relationship management (CRM) system to manage prospective advisor information and run reports
  • Serving as the primary contact and processor for advisor and staff affiliation kits
  • Maintaining and distributing marketing materials for prospective advisors
  • 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
  • Team oriented and resourceful; 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. 

 

Picture Yourself Here

Imagine keeping company with big thinkers and even bigger doers who share a common purpose to make a profound difference. Figure in an experience-it-to-believe-it culture, massive growth potential, and benefits galore, and you get the full impression. 

 

We are committed to providing a supportive, equitable environment where you can bring your full, authentic self to your work every day and truly thrive in meaningful ways—personally and professionally. At Commonwealth, everyone plays a part in our success story. And in building a more diverse and inclusive workplace, we are broadening our perspectives and capabilities. Together, our potential is limitless. We invite you to join us on the path to a brighter future!

 

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.

 

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, so our employees genuinely enjoy coming to work. Our refreshing workplace culture has earned us 43 Best Place to Work awards—and counting. 

 

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth 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 is an equal opportunity employer, making intentional efforts to source the very best talent from all backgrounds.

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