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Practice Management Associate Consultant

Commonwealth Financial Network
South Waltham, Massachusetts, US
Closing date
Jan 15, 2022

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Academic / Research
Conservation science
Salary Type
Employment Type
Full time
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Are you passionate about helping small business owners with long-term strategic planning, overcoming critical business challenges, and tackling day-to-day business operations issues? Do you have previous experience working directly with financial advisors? Our Practice Management department is searching for an associate consultant to conduct introductory consulting engagements and support complex engagements as part of our dynamic and growing business consulting team. The ideal candidate is a creative problem solver, an analytical thinker, a strong communicator, and a team player.The Practice Management team serves as a strategic partner to Commonwealth advisors and their staff, helping them build healthy and growing businesses. The team provides consulting and programs to support advisors across a broad range of business issues, including:Strategic planningHuman capitalScale and efficiencyGrowth and marketing strategiesContinuity and successionAcquisitionsFinancial benchmarkingEnsemble formationIn this role, you will conduct introductory consulting engagements independently with advisors and their firms across a wide range of needs. You will also work collaboratively to support seasoned business consultants on more complex engagements, helping them with preparation, delivery, and follow-up. Key ResponsibilitiesEngaging independently with advisors on introductory practice management issues listed aboveHelping consultants to deliver:Client engagements from inception through completion by assisting with meeting preparation, researching background information, communicating with clients, performing analytics, and managing logisticsBusiness review engagements with top clients by drafting meeting summaries for distribution to the internal leadership team, following up on opportunities to engage with the advisors firm, and aligning additional resources at CommonwealthShadowing consultants during discussions, taking detailed notes, and providing input as neededManaging follow-up responsibilities, special projects, and client communications for the engagement and tracking of ongoing engagement progressSupporting data analytics projects to drive the teams strategic decisions, including analyzing client-specific context and strengthening thought leadership contentAssisting consultants with projects and research initiatives to enhance advisor resources and thought leadershipOrganizing and preparing site visits for consultants by observing and participating in visits, taking thorough notes, and managing follow-up items (periodic travel possible when resumed by Commonwealth)Aiding in the development of processes and procedures to increase departmental efficienciesOnboarding Experience This position is ideally suited for someone who is building a career in business consulting as this role is a step on the professional development path to consultant and senior consultant. As part of our recipe for success, we believe an outstanding onboarding experience can lead to a fulfilling career at Commonwealth.New associate consultants participate in an extensive training process that includes structured learning, shadowing, and hands-on experience.During your first eight weeks, you will focus on building relationships with your peers, learning about our community and commitment to indispensable service, and the foundations to successful consultations through meetings, videos, and job shadowing. Once the foundation is set, youll learn from our experienced consultants as they engage with our advisors and their staff to evaluate potential strategies and objectively advise our clients.The following six weeks will include independently taking introductory consulting engagements while also supporting senior consultants on complex cases. Professional development is one of our core values; becoming a successful business consultant requires:An ongoing investment in learning by consuming articles, presentations, and other content to deepen knowledge Developing consultative skills by shadowing seasoned professionals and hands-on experience delivering engagementsWith progression and achievement as a team player and your contributions to our clients, more responsibility will come with the next step to consultant.Core StrengthsCreative problem solver and analytical thinkerBasic understanding of the financial services industryAbility to work as both a collaborative team member and an individual contributor as workload and direction demonstrateStrong interpersonal and team-building skillsExcellent listening and follow-up skillsStrong written and verbal communication skillsComfortable in a fast-paced, high-demand, dynamic environmentAdditional Skills and Knowledge3+ years experience in the financial services industryPrior experience working with financial advisors or in an advisor firm preferredBachelors degree required, with desire to pursue an MBAFINRA Series 7 securities registration a plusAdvanced Microsoft Office (Excel, Word, PowerPoint) skillsHave we piqued your curiosity? Can you see yourself thriving in this opportunity? Lets introduce ourselves.Picture Yourself HereImagine keeping company with big thinkers and even bigger doers who share a common purpose to make a profound difference. Figure in an experience-it-to-believe-it culture, massive growth potential, and benefits galore, and you get the full impression.We are committed to providing a supportive, equitable environment where you can bring your full, authentic self to your work every day and truly thrive in meaningful wayspersonally and professionally. At Commonwealth, everyone plays a part in our success story. And in building a more diverse and inclusive workplace, we are broadening our perspectives and capabilities. Together, our potential is limitless. Come join us on the pathway to a brighter future!About CommonwealthCommonwealth 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, Eight 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, so our employees genuinelyenjoy coming to work. Our refreshing workplace culture has earned us 43 Best Place to Work awardsand counting.The Fine PrintWe 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 the very best talent from all backgrounds.
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