Investment Operations Consultant - Waltham, MA, United States - Commonwealth Financial Network LLC

Commonwealth Financial Network LLC Waltham, MA, United States

2 weeks ago

Description

Type:
Permanent/ Full-Time

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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 RIA Transition department offers a hybrid work schedule, so you'll be able to work from home for part of the week

As the financial services industry continues to evolve, Commonwealth remains committed to its legacy of providing indispensable service: a level of service so satisfying that our customers would never want to be without us.

To support this legacy, we have built a team dedicated to supporting Commonwealth's RIA and fee-only advisors.

In your role as a RIA transition consultant, you will strategize with advisors and key departments across the firm to develop and execute a transition and training plan into a fee only or RIA affiliation model at Commonwealth.

We pride ourselves on providing indispensable customer service to all our advisor offices, doing whatever it takes to answer questions, resolve problems, and maintain great relationships.

And as part of the team that serves as the initial primary contact of our RIA Services team, you'll contribute to our goal of making great first impressions that lead to lasting relationships.

Coordinating informational discussions and training sessions between departments, new advisors, and their staff
Answering questions and providing education on on a wide variety of topics—such as operations, branding, compliance, and wealth management—and developing a knowledge base of other financial firms and custodians
Creating and overseeing a personalized transition timeline for each advisor's office and running weekly check-in calls to ensure that new advisors have a smooth onboarding or glidepath experience
Staying abreast of new resources, products, and procedures, as well as industry news and regulations affecting fee-only practices
Leading presentations and discussing all aspects of the transition process during virtual and home office fee-only or RIA prospective advisor visit
Familiarity with the RIA model and fee-based asset management
Ability to proactively identify and relay new information and updates to the field and to teammates
Commitment to providing indispensable customer service
3-5 years of experience working with advisors or a financial services firm that engages in advisory business
~ Series 65 or 66 registrations preferred
~ Ability for minimal travel as necessary

we are building out a robust diversity, equity, and inclusion program; 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.

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online.

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Investment Operations Consultant - Waltham, MA, United States - Commonwealth Financial Network LLC

Description

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