Whether you’re looking for a high-energy, inclusive atmosphere or 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 opportunities for flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, our Transition department offers a hybrid work schedule, so you’ll be able to work from home part time!

We’re looking for a transition operations specialist to join our ranks! Do you have an unwavering attention to service and impressive problem-solving skills? We seek a top-notch onboarding operations specialist to add to our team, which supports new advisors and their staff during the pivotal time when they move their financial advisory firm to Commonwealth. Simply put, we are in the business of making great first impressions that lead to lasting relationships.

As an onboarding operations specialist, you will serve as a contact and resource to prospective and new advisors transitioning to Commonwealth. You will also work with a number of liaisons in every department helping to answer questions, resolving problems and doing whatever it takes to facilitate the transition process.

Key Responsibilities

• Serving as the primary contact for new advisors regarding all operations-related issues
• Delivering comprehensive phone, virtual, and in-person education on Commonwealth’s systems to new advisors and their staff members
• Working closely with teammates and other departments to trouble shoot and find solutions in order to facilitate a smooth and successful transition
• Providing best practices for operations processing and procedures
• Traveling to new offices to assist in creating office efficiencies and providing hands-on training during an advisor’s first 3months
• Managing and leading departmental projects, as needed

Core Strengths

• Exemplary customer service and phone skills
• Strong technical skills in Excel, Word, and database tools
• First-rate problem-solving ability
• Dedicated team player
• Excellent attention to detail
• Patient and supportive demeanor
• Ability to manage multiple projects or tasks at a time and navigate competing priorities
• Strong professional communication and presentation skills, written and verbal

• 1–2 years of experience in the securities or insurance industries
• FINRA Series 7 securities registration preferred
• Willingness to travel (up to 30 percent) required

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.

J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.

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 43 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.