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 Strategic Retirement Solutions department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We are looking for a retirement consultant with 5+ years of experience working with IRAs and retirement plans who is eager to share their diversity of knowledge and technical expertise. If you have been working with retirement plan sponsors as a third-party administrator, compliance consultant, or client service manager your technical prowess and people skills are highly sought.

At Commonwealth, you will be working with premier financial advisors who have built very successful practices. As a retirement consultant, you will join a seasoned team of professionals who our advisors view as an extension of their practice.

Your experience and knowledge will also be leveraged to help maintain our position as a firm of choice for advisors. Members of the Retirement Consulting Services team take on individual and group projects to constantly share their insights and elevate their level of resources and services.

Key Responsibilities 

• Providing advanced technical, consultative, marketing, and product-based support to advisors and home office staff on a variety of retirement plan and IRA topics
• Delivering indispensable service by actively listening and promptly following up to solve the immediate need of the advisor and his or her client
• Being an active learner within the retirement plan industry by maintaining and growing personal depth and breadth of knowledge
• Finding opportunities to share your expertise and thought leadership with others through training, writing articles, and delivering presentations
• Leading and participating in additional projects to move department or enterprise initiatives forward
• Participating in activities with the Field Development and Transition department to recruit and transition new advisors to Commonwealth

Core Strengths and Skills 

• Experience working with financial advisors as a subject matter expert on IRAs and retirement plans, including defined contribution, defined benefit and non-qualified plans
• Strong understanding of ERISA and fiduciary responsibilities
• Strong understanding of the financial services industry and the RIA and broker/dealer landscape, as well as the business challenges and resource constraints that advisors face
• Service orientation with excellent listening, probing, and interpersonal skills; the ability to establish early credibility and enjoy working with others over the phone and by email
• Top-notch research skills
• Ability to work as both an individual contributor and a collaborative team member
• Strong verbal and written communication skills
• Strong time management and organizational skills
• Project management experience a plus

Additional Skills and Knowledge 

• 5+ years of experience working with IRAs and retirement plans
• Client or advisor-facing experience required
• Bachelor’s degree required
• FINRA Series 6 or 7, and 63 securities registrations
• AIF®, CPFA®, CRPS®, or a similar designation
• Direct experience with plan administration or plan compliance strongly desired

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 Blue Ash, 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 43 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.