Advisory Consultant, RIA Services
Commonwealth Financial NetworkWaltham, Massachusetts, United States
Posted March 24, 2026
75600 - 90800 USD
Full Time
About the Company
Commonwealth Financial Network is a Registered Investment Adviser that provides business solutions to independent financial advisors nationwide.
Job Description
Commonwealth is seeking an advisory consultant to support fee-only advisors in their practices toward fee-only models. The role involves providing high-level customer service, educating callers on operational topics, and collaborating with internal teams to resolve issues.
Requirements
- Familiarity with RIA Custody technology, including CRM, portfolio accounting, trading, and fee billing software
- Experience with RIA Custody and BD Clearing platforms
- 3+ years’ experience working with advisors or a financial services firm that engages in advisory business
- FINRA Series 65 or 66 securities registration is a plus
Benefits
- Generous bonus and 401(k) programs
- Tuition reimbursement
- Flexible work schedules
- Health care benefits
