Monday, April 13, 2015

Investment Consulting Assoc, Commonwealth Fin - San Diego

Investment Consulting Associate, Investment Consulting Services, Commonwealth Financial Network - San Diego

Investment Consulting Associate, Investment Consulting Services

The Investment Consulting Services department consults with advisors on strategies for growing their advisory practice and provides advisors with comprehensive investment solutions, including asset allocation, product implementation, portfolio case design, and the approved advisory platforms. We call our fee-based platform Preferred Portfolio Services® (PPS).

As an investment consulting associate, your responsibilities would include:
    • Spending extensive time on the phone consulting with Commonwealth advisors
    • Responding to inquiries from Commonwealth’s advisors on investment topics and products
    • Providing assistance and training on Commonwealth’s research tools and services
    • Supporting the team with investment proposal creation and investment inquiries
    • As a key member of our team, the selected candidate will also have important responsibilities on a range of topical research-related projects

The ideal candidate would also meet the following requirements:
    • 2 years of financial services experience
    • Team player; ability to excel in a collaborative environment
    • An understanding of broad spectrum of investment-related products and services, including advisory platforms, asset allocation, mutual funds, exchange-traded funds, and separate accounts
    • Familiarity with Morningstar® Advisor WorkstationSM or other research software
    • Advanced Excel skills required
    • Strong verbal and time management skills
    • Ability to obtain FINRA Series 7 and 66 securities registrations within six months of hire
    • College degree
San Diego, CA position
For additional details please contact Mary Creagh at 781.529.9416 or

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