Commonwealth Financial Network

Technology Consultant

Job Locations US-MA-Waltham
Job ID
W-2021-211
# of Openings
1
Category
Technology - Operations, Engineering & Support Services
Type
Permanent/ Full-Time

Overview

Our Technology Consulting team is looking to bring a 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 and software 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 Microsoft 365, Microsoft Visio, Check Point firewalls, Mac OSX, mobile devices, and day-to-day office technology solutions (e.g., printers, scanners, computers)
  • Synology DSM and Zscaler 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.

 

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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