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 an virtual transition associate to join our ranks! Do you possess a strong attention to detail? Are you dedicated to indispensable service? Do you thrive in an environment rooted in processes and procedures? Then we should talk.

As a transition associate in our Transition department, you will support new financial advisors and their staff during the pivotal time they move their practice to Commonwealth. In this mostly behind-the-scenes, virtual role, you will be a key player in supporting their offices by facilitating the movement of client accounts.

Please note: To help keep the Commonwealth community healthy, this position is being offered as full-time remote work, with technology provided by the firm. Once employees are able to safely return to our Waltham and San Diego offices, a partially remote schedule may be considered.

Key Responsibilities

• Working and collaborating directly with newly joined financial advisors to assist in successfully onboarding their clients
• Conducting phone conversations with advisors’ clients to gather data to open new accounts while setting expectations on next steps and requirements
• Establishing accounts with accuracy, and sending all required forms to clients electronically or physically
• Reviewing completed physical and electronic new account documents for accuracy and completeness
• Providing DocuSign system guidance and support to advisors and their clients
• Supporting the Transition department with other administrative and operational tasks

Core Strengths

• Exemplary customer service and phone skills
• Strong technical skills in Excel, Word, and database tools
• Ability to independently manage multiple projects and tasks with competing priorities
• Strong team player
• Excellent attention to detail
• Flexible and patient demeanor
• Willing to travel occasionally
• First-rate problem-solving ability
• Ability to work in the office and remotely

Additional Skills and Knowledge

• Experience working in an advisor’s office preferred
• Virtual support experience preferred

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

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, Nine 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.