Advisory Solutions Associate

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 Advisory 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 Solutions Associate to join our ranks. In this role, you will play a pivotal role in helping advisors grow and scale their fee-based practices by overseeing the development, implementation, and ongoing support of managed solutions marketing efforts and deliverables. This role will support the strategic direction of Advisory Solutions by leading projects to design and develop new platform enhancements, including the ability to streamline operational processes with key internal stakeholders. The ideal candidate has a robust background in financial services with exceptional written and verbal communication skills and a passion for providing indispensable service to financial advisors.

Key Responsibilities

• Assisting in the development and implementation of marketing efforts and campaigns designed to effectively position and enhance the adoption of managed account solutions
• Conducting market research on leading trends and opportunities in the financial services industry in alignment with Advisory Solutions’ key priorities and multi-year initiatives
• Providing exceptional client service while working closely with key stakeholders to communicate timely platform insights and initiatives
• Coordinating with internal stakeholders across Wealth Management to streamline operational processes, assist with client-facing reporting, and participate in ad-hoc client engagements
• Delivering high-quality external client engagements through multiple digital mediums (conference calls, phone calls, emails, Teams meetings, etc.)

Core Strengths and Skills

• Strong understanding of managed account solutions and fee-based advisory practices
• Knowledge of model portfolios and various investment products (i.e., ETFs, SMAs, direct indexing) a plus
• Advanced degrees in Marketing, Finance, or Business; relevant industry or professional certifications strongly preferred
• Exceptional interpersonal, written, and verbal communication skills
• Robust analytical and problem-solving skills; ability to work independently and as part of a fast-paced, collaborative team environment
• Demonstrated ability to effectively manage projects on time and within expected budget parameters
• Ability to interact with all levels of staff and management by working closely with our investment management and research team, alongside other wealth management departments

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.