Business Development Specialist

5 days ago


Blue Ash, Ohio, United States Commonwealth Financial Network Full time
About the Role

At Commonwealth Financial Network, we're seeking a highly skilled Business Development Specialist to join our team in Greater Cincinnati, Ohio. This full-time opportunity involves providing quality assurance for retirement and nonretirement new account applications and advisory fee-based contracts, ensuring accuracy and completeness.

The ideal candidate will have a strong attention to detail, excellent analytical and problem-solving skills, and the ability to meet goals and maintain efficiency. They will also be organized, patient, positive, and ambitious, with exceptional computer skills and outstanding interpersonal and communication skills.

Key Responsibilities
  • Provide quality assurance for retirement and nonretirement new account applications and advisory fee-based contracts, ensuring accuracy and completeness.
  • Establish brokerage accounts through physical and digital documents for existing and transitioning advisors.
  • Manage and troubleshoot issues that arise with client checkwriting and debit card accounts.
  • Process various account maintenance functions, such as dividend coding, beneficiary changes, power of attorney additions, and consolidated statement requests.
  • Act as a lifeline for our Service Center and handle complex questions from advisors.
  • Perform numerous internal departmental audits to help reduce Commonwealth's risk.
  • Work on special projects as needed.
Salary Information

We offer a competitive salary of approximately $50,000 per year, depending on experience and qualifications.

About Us

Commonwealth Financial Network is a leading independent broker-dealer and registered investment adviser, providing business solutions to over 2,000 financial advisors nationwide. We value excellence, growth, rewards, and fun in equal measure, earning us 44 Best Place to Work awards. Join our team and discover a better world where employees thrive and grow together.



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