Growth & Acquisition Associate Consultant

Overview:

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

We’re looking for a growth and acquisition associate consultant to join our Outbound Sales team in growth and acquisition to strategically manage our efforts in reaching prospective financial advisors. The primary responsibility is to develop and maintain relationships with advisors to promote the benefits of bringing their practice to Commonwealth and to encourage them to meet with our Field Development team.

Key Responsibilities

• Working closely with Field Development team to gain traction with advisors in their territory along with uncovering new opportunities
• Developing sales leads by using data from Marketing efforts and following up on leads generated by third parties
• Understanding Commonwealth’s value propositions and unique selling points to increase advisor headcount in a way consistent with our brand and messaging strategy
• Contacting financial advisors to provide detailed information about Commonwealth’s products, services, and culture to enhance our effectiveness at closing leads
• Conducting virtual meetings and conference calls with financial advisors or third parties (i.e., recruiters, wholesalers)
• Maintaining and using data in customer relationship management system

Core Strengths and Skills

• Bachelor's degree preferred
• Two years of work experience with one year of experience at a financial services firm
• Experience with the advisory business in general; knowledge of Commonwealth’s business model preferred
• Strong presentation, communication, and organization skills
• FINRA Series 7 and 66 securities registrations preferred
• Experience with CRM software

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.