Senior Financial Advisor, House Accounts

We are looking for a senior financial advisor to join our ranks. Commonwealth's employee advisors provide investment solutions and holistic financial advice to investors virtually and over the phone. They help maintain our existing book of clients, examine their immediate and long-term investment needs, and design solutions that best support their pursuit of individual financial goals.

Requirements

• Customer Service: Advisors are responsible for all functions of client relationship maintenance
• Book Maintenance: Representatives will work together to ensure our book of accounts is operationally maintained, compliant, and delivering on our client experience commitments
• Financial Planning: Advisors should have a detailed understanding of all aspects of the financial planning process
• Investment Solutions: Clients in our book possess a very wide range of investment accounts and strategies
• Consultative Sales: Advisors will be responsible for meeting goals in investable assets, wallet share consolidation, and relationship deepening metrics
• Business Partnership: Facilitate communication and coordination between departments to ensure a smooth client experience and integration
• Risk Mitigation: Remain in good standing with various compliance requirements

Benefits

• Generous bonus
• 401(k) programs
• Tuition reimbursement
• Flexible work schedules