Practice Management Analyst

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 Practice Management department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for a practice management analyst to join our ranks. The ideal candidate is a creative problem-solver, analytical thinker, strong communicator, and team player who can join us as an integral part of our team’s consulting efforts. This is a great opportunity to start on the business consulting professional development path to associate consultant, consultant, and senior consultant.

Key Responsibilities

• Replying to advisor and staff inquiries and coordinating responses with the consulting team and other internal departments
• Helping consultants manage client engagements by assisting with meeting preparation, researching background information, communicating with clients, performing analytics, and managing logistics
• Assisting consultants during discussions, taking detailed notes, and providing input as needed
• Managing follow-up responsibilities and special projects, tracking ongoing engagement progress, and managing client communications
• Supporting consultants with projects and research initiatives to enhance advisor resources and thought leadership
• Contributing to the development of processes and procedures to increase departmental efficiencies

Core Strengths and Skills

• Creative problem solver and analytical thinker
• Ability to work as both a collaborative team member and an individual contributor
• Adept at creating strong interpersonal connections and team building
• Excellent listening and follow-up skills
• Exceptional written and verbal communication abilities
• Comfortable in a fast-paced, high-demand, dynamic environment
• At least one year of experience in the financial services industry
• Prior experience working with financial advisors or in an advisor firm is a plus
• Bachelor’s degree required
• FINRA Series 7 securities registration a plus
• Advanced experience with Microsoft Office (e.g., Excel, Word, PowerPoint)

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 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 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.   

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