Commonwealth Financial Network is a leading provider of sophisticated business solutions for independent financial advisors. With a focus on wealth management, investment management, and research expertise, Commonwealth offers a holistic approach that includes flexible affiliation options, advanced planning tools, comprehensive marketing support, and personalized development programs. The company's unified software platform streamlines operations, while its regulatory compliance team acts as partners to advisors, ensuring they can grow their practices effectively and ethically.
Open Positions
Senior Financial Advisor, House Accounts
Bachelor's degree, 2+ years of direct client experience within the financial services industry, Series 7, 63 and 65, or 66 licenses
Advisory Consultant, RIA Services
3+ years of experience working with advisors, familiarity with RIA Custody technology, and FINRA Series 65 or 66 registration
Conference & Events Assistant
Ability to manage multiple projects, strong follow-up and time management skills, and proficiency in Microsoft Word, Excel, and Outlook
Advanced Planning Consultant
JD required; CFP or willingness to work toward; prior experience in financial services a plus