Commonwealth Financial Network

Service Center Trainer

Job Locations US-MA-Waltham
Job ID
# of Openings
Service Center
Permanent/ Full-Time


Commonwealth’s Service Center is a caring and fun team of service-minded operations professionals. Through our phone queue, we’re the first point of contact for our advisors and their staff, and we aim to deliver indispensable service and a great customer experience on every call. We accomplish this by partnering with our advisors and their staff to understand their needs and expectations, share best practices, assist with operational requests, and collaborate with other subject-matter experts to find the right solutions to meet our callers’ goals.


As our trainer, you’ll work directly with team members to achieve our shared goal of being the best in the industry while providing an indispensable service experience for everyone we interact with. We’re looking for an excellent communicator who is passionate about training and development to join our training team and deliver on all the Service Center’s training needs.


With the opportunity to create, manage, and deliver high-quality training, you’ll be invaluable in taking our team’s service and knowledge to the next level. Best of all, you’ll feel accomplished from your hard work and direct impact on helping your colleagues improve their knowledge and skills. This will translate into an ever-improving service experience for our advisors and their staff, which is the name of the game!


Key Responsibilities 

  • Creating, managing, and delivering training across a range of formats, including in-person classes, live virtual classes, and e-learnings
  • Developing training materials to supplement and enhance the learning experience
  • Monitoring the effectiveness of training on employees using individual or group performance results
  • Providing valuable coaching feedback to trainees throughout the onboarding process to ensure that gaps in knowledge or service skills are resolved
  • Collecting feedback from trainees to use for future content and delivery method improvements
  • Identifying training needs for teams and individuals and proactively creating a strategic plan for improvement
  • Building training skills by attending internal and external professional development courses that are focused on the trainer and training experience
  • Collaborating with the Service Center’s management team to identify training needs and provide an indispensable training experience

Core Strengths 

  • Passionate about training and development; an insatiable drive to teach, coach, and help others improve
  • Excellent communication skills; the ability to effectively work with team management, as well as provide quality feedback to trainees in both verbal and written formats
  • Proven ability to learn new information quickly and apply it correctly
  • Out-of-the-box thinking; demonstratable interest in seeking out new and better ways to deliver training content
  • Ability to recognize and solve the knowledge gaps in yourself and others
  • Detail-oriented with very strong organizational and time management skills

Additional Skills and Knowledge 

  • Previous training experience required
  • Willingness to obtain training-relevant certifications or designations

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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