Advisor Support Associate

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 Portfolio Reports and Data Services department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We are looking for an advisor support associate to join our ranks. As part of the Portfolio Reports and Data Services department, supporting and educating advisors and staff as they use our internal application to view a client’s portfolio, including balances, holdings, transaction activity, performance returns, statements, and confirmations. This position functions as a key contact for financial advisors as they make use of the platform’s tools, reports, and statements to service their clients. This involves conducting research and resolving problems in collaboration with our technology provider, as well as product sponsors and other companies that collect and transmit client account data.

Key Responsibilities 

• Using research and problem-solving skills to troubleshoot data issues related to client account and sponsor company information, both proactively and in response to requests
• Applying deep technical knowledge to provide timely, complete, and accurate solutions in collaboration with the Technology and Operations teams
• Supporting a wide variety of advisor reporting requirements, from practice-level portfolio analysis to preparation for client meetings and presentations
• Upholding Commonwealth’s legacy of providing indispensable service

Core Strengths and Skills

• Superb attention to detail
• Ability to multitask and meet deadlines
• Strong problem-solving skills and an ability to think outside the box
• Excellent written and oral communication skills
• Confident, team-oriented self-starter
• Experience working in financial services preferred
• Financial services back-office operations experience a plus
• Experience with other portfolio reporting systems (e.g., Advent, dbCAMS, Albridge, and Centerpiece) a plus

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.