Business Development Consultant - Commonwealth Financial Network

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.

We’re looking for a business development consultant to join our ranks. Are you an experienced, self-motivated financial services recruiter? Our successful, driven, and fun Business Development team is looking for someone who can initiate and foster relationships with prospective Commonwealth advisors in our target market. In this highly visible position, you’ll embrace our firm’s philosophy and dedication to providing indispensable service. Our goal of 100 percent satisfaction for our advisors means everyone in our home office is driven to do whatever it takes to help them be their best every day.

Key Responsibilities

• Responding to inbound inquiries and requests for proposals and connecting with leads
• Building out your region with leads, prospective advisors, existing advisors, and centers of influence, and proactively communicating to develop a strong network
• Providing leads and prospective advisors with information about the firm, and driving the process forward from your first interaction while evaluating the relationship for fit
• Cultivating and maintaining relationships with well-suited prospects and existing advisors, and ensuring that Commonwealth is front of mind when they are considering a firm
• Working with subject-matter experts across the firm to demonstrate how advisors can grow by leveraging our platform and people
• Coordinating and hosting advisor home office visits, and traveling to prospective advisors’ offices
• Collaborating with the Transition team for smooth and seamless transition experiences
• Suggesting creative new ways to improve recruitment approaches and sharing industry knowledge across the team

Core Strengths and Skills

• Motivated self-starter who can bring in quality prospective advisors, build strong prospect relationships, and focus on conversion
• Strong verbal and written communicator
• Excellent listener and analytical thinker
• Proven time management and organizational abilities
• Works well in a team environment
• 10+ years of experience in the financial services industry with direct broker/dealer and RIA recruiting experience
• Securities registration preferred
• Experience with Salesforce CRM software preferred
• Ability to travel up to 30 percent of the time

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 a new office opening soon in greater Cincinnati, 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.   

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