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Commonwealth Financial Jobs (NOW HIRING)

Commonwealth of Massachusetts

Counsel III

Boston, MA · On-site

We are a consumer protection agency, and we support financial literacy education and programs benefiting residents across the Commonwealth. The majority of the Division's employees are Examiners who ...

Commonwealth of Massachusetts

Accountant II

Boston, MA · On-site

This position operates within the Commonwealth's financial systems, including Mosaic and Commonwealth Information Warehouse and plays a key role in maintaining EOED's internal controls, supporting ...

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$12K

$63.6K

$149.5K

How much do commonwealth financial jobs pay per year?

As of Jul 7, 2026, the average yearly pay for commonwealth financial in the United States is $63,565.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,500.00 and $80,000.00 per year, depending on experience, location, and employer.

What opportunities for professional development and advancement are available at Commonwealth Financial?

Commonwealth Financial is known for fostering employee growth through robust training programs, mentorship, and ongoing education. Team members often have access to workshops, certifications, and leadership development initiatives that support both technical and soft skill enhancement. Advancement opportunities are available for those who demonstrate strong performance and a willingness to take on new challenges, including leadership roles or specialization in areas like financial planning, compliance, or client relations. The firm's collaborative environment also encourages networking and knowledge sharing, which can further aid career progression.

What is Commonwealth Financial and what do they do?

Commonwealth Financial Network is an independent broker-dealer and registered investment adviser that provides financial advisors with a wide range of support, including technology, investment research, compliance, and business consulting. Their primary role is to empower independent financial advisors to serve their clients by offering tools and resources that help advisors manage investments, financial planning, and client relationships. Commonwealth Financial is known for its strong emphasis on advisor support, flexibility, and a client-first approach.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Commonwealth Financial, and why are they important?

To thrive as a Financial Advisor at Commonwealth Financial, you typically need a bachelor's degree in finance or a related field, strong analytical skills, and relevant licensure such as FINRA Series 7 and 66. Proficiency with financial planning software, CRM systems, and investment analysis tools is also important. Excellent interpersonal skills, active listening, and the ability to build trust with clients set top advisors apart. These competencies are crucial for delivering tailored financial advice, maintaining compliance, and fostering lasting client relationships.

What is the difference between Commonwealth Financial vs Financial Advisor?

AspectCommonwealth FinancialFinancial Advisor
CredentialsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentFinancial services firms, offices, client meetingsFinancial services firms, client consultations, remote work
Industry UsageUsed by firms like Commonwealth Financial NetworkGeneral term for professionals providing financial planning
Search & ComparisonOften compared with other financial planning firmsCompared with financial planners or advisors in general

Commonwealth Financial is a specific financial services firm employing financial advisors with certain credentials. A financial advisor is a broader term for professionals offering financial planning and investment advice. While Commonwealth Financial advisors typically hold similar certifications, the term 'financial advisor' can include professionals from various firms and backgrounds. Understanding this distinction helps clients find the right services and professionals suited to their financial needs.

More about Commonwealth Financial jobs
What cities are hiring for Commonwealth Financial jobs? Cities with the most Commonwealth Financial job openings:
What states have the most Commonwealth Financial jobs? States with the most job openings for Commonwealth Financial jobs include:
What job categories do people searching Commonwealth Financial jobs look for? The top searched job categories for Commonwealth Financial jobs are:
Commonwealth Financial jobs near you
Infographic showing various Commonwealth Financial job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $63,565 per year, or $30.6 per hour.
Advanced Planning Consultant

Advanced Planning Consultant

Commonwealth Financial Network

Waltham, MA • Hybrid

$120K - $180K/yr

Full-time

Retirement

Re-posted 29 days ago

Job description

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 Advanced Planning department offers a hybrid work schedule, so you will be able to work from home on Wednesdays and Fridays. 

We’re looking for an advanced planning consultant to join our ranks. The Advanced Planning department provides educational and consultative financial planning strategies to our more than 2,000 independent financial advisors. In this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning.

We are a bicoastal team of 14 people. Given our consultative nature, we’re known for supporting one another, advisors, and colleagues to accomplish our goals. If your passion for consulting, research, and service runs deep, consider joining our team.

Key Responsibilities

  • Reviewing and summarizing plan and legal documents to educate financial advisors
  • Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning)
  • Reviewing clients’ planning objectives in order to help identify opportunities to meet their needs
  • Coaching advisors to quarterback relationships with clients, other professionals (e.g., attorneys or CPAs), helping advisors focus on the strategic big picture, and walking them through planning issues

Core Strengths and Skills

  • Proficiency researching issues and confidently helping advisors think through clients’ planning strategies
  • Aptitude for managing dynamic projects across a broad spectrum of disciplines on a daily basis
  • Ability to write communication and strategy articles, develop client presentation pieces, and participate in public speaking

Additional Skills and Knowledge

  • JD required; estate planning background preferred
  • CFP® (or willingness to work toward) desirable
  • Prior experience in financial services a plus

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 3,000 independent financial advisors nationwide. Founded in 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. 

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.   


USD $120,000.00/Yr.
USD $180,000.00/Yr.

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