An Invitation

    This is a company with a unique dual vision: to be the best at everything we do and to maintain a supportive environment where all employees can thrive. We believe it's a big part of why we're recognized so often and by so many for the quality of life we enjoy here. We also think this translates to a better experience for our clients—the independent financial advisors we support—as well as for theirs.

    Once you take a closer look, you'll find that we're unlike any other financial services company—or employer—you've known.

    Our mission

    We invest time, talent, and resources to make our cultural values come alive every day—in countless ways—because we believe that this is the only environment in which we can achieve our primary goals:

    • Indispensable service. Service is our core product, and we have chosen to offer a level of service so satisfying that our customers would never want to be without us.
    • Profitability. Profitability is a critical component on our report card. Not only does it measure our current level of success in the marketplace, but it also provides the fiscal foundation for our continued success.
    • Individual development. We are only as good as our people. As such, Commonwealth is dedicated to making a positive difference—both personal and professional—in the lives of our home office staff, as well as our advisors in the field.
    • Fun. If we're going to work hard, we should certainly enjoy what we're doing. Because you can choose where to invest your time and talent, doesn't it make sense to delight in the journey?

    We encourage you to explore Commonwealth and all we have to offer. If you like what you see and want to know more about our refreshingly fun, challenging, and relaxed culture, let us hear from you.

    The best kind of culture shock awaits!


    Kate Creagh
    Managing Principal,
    Human Resources