If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the RIA solutions department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for an advisory support associate to join our ranks. This role is responsible for ensuring that the operational needs of our fee-only and hybrid advisors are taken care of in a timely and accurate manner.

Key Responsibilities

• Responding to operational inquiries from affiliated advisor and their staff
• Supporting existing team members with projects for existing and new advisors
• Ensuring processing requests submitted for account opening and maintenance, transfer of assets, and money movement are processed in a timely and accurate manner
• Interacting with service brokerage and sponsor service platforms resolving NIGO items, resolving customer service issues, and submitting processing requests
• Providing guidance and instruction on the technology tools and business processes
• Assisting in onboarding of new firms/advisors to the Continuum platform

Core Strengths and Skills

• A minimum of 1 year of experience in the RIA industry is required
• 2-3 years’ experience preferred
• Knowledge of RIA custody platforms and popular Fintech applications including portfolio accounting and reporting tools is required 
• Strong organizational skills and keen attention to detail are required
• Ability to manage multiple tasks and move between tasks quickly is required
• Excellent communication skills, both verbal and written, are required
• Strong customer service skills and problem-solving skills required
• Ability to work both collaboratively and independently
• Series 65 is preferred

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

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. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California and a new office opening soon in greater Cincinnati, Ohio.

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, which has earned us 44 Best Place to Work awards. 

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 talent from all backgrounds.