Are you passionate about helping small business owners plan strategically for the future, overcome critical business challenges, and tackle day-to-day business operations issues? Our Practice Management team is looking for a senior consultant to lead engagements with our solo advisor firms as part of our dynamic and growing team. The ideal candidate is a creative problem solver, analytical thinker, strong communicator, and team player who has extensive experience working with financial advisors in a consultative manner.
Our team serves as a strategic partner to Commonwealth advisors and their staff, helping them to build healthy and growing businesses. The team provides consulting services and programs to support advisors across a broad range of growth, transitions, scale and efficiency, and human resources needs. In this role, you will support our Solo Advisor Firms team within Practice Management by leading engagements with our solo advisors across a wide range of specialized needs and general business management issues. You will work extensively with our top advisors and on engagements with a high degree of complexity.
We operate in a fast-paced, demanding, and dynamic environment. This position is ideally suited for a business consultant who strives to be a long-term partner and advocate for advisors, helping them to develop thriving and enduring organizations.
Additional Skills and Knowledge
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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!
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.