Transition Support Partner

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 transition 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 transition support partner to join our ranks. As a transition support partner, you will be key in creating onboarding successes for new advisors joining Commonwealth. This role directly impacts setting the tone for years to come in an advisor’s partnership with Commonwealth, so your operational expertise and relationship-building will be displayed.

Key Responsibilities:

• Serving as the trainer for new advisors joining Commonwealth, leveraging virtual or in-person meetings to educate and guide through our operational workflows and platforms
• Using critical thinking skills to analyze an advisor’s book of business and provide optimal client-onboarding strategies
• Regularly providing updates to transitioning advisors on their transfers and providing timely guidance to resolve problem cases
• Traveling to new offices to assist in creating office efficiencies and providing hands-on training
• Maintaining awareness of new, existing, and changing policies and procedures impacting transition
• Working closely with teammates and other departments to troubleshoot and find solutions to facilitate a smooth and successful transition

Core Strengths and Skills:

• Strong critical thinking skills
• Strong attention to detail
• Strong professional communication and presentation skills, both written and verbal
• Ability to multitask to meet deadlines
• Excellent Customer service skills
• Team-focused with the ability to work independently

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 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.