Our Mission, Vision, and Values

Being an employee at Commonwealth means exceeding advisors expectations with unparalleled service, developing innovative tools, and fostering a dynamic community that propels professionals to industry-leading performance*. Every initiative we pursue, every solution we develop, is designed to elevate financial advisors' ability to serve clients, grow their practices, and create meaningful financial impact.

Our mission, vision, and values are the foundation of this commitment:

Our unyielding dedication to our mission, vision and values fuels our relentless focus on advisor satisfaction. We’ve earned an unprecedented 11 J.D. Power Awards demonstrating our commitment to serving the industry's most productive advisors.

We're driven

Across the board, our people are problem solvers who relish exploring out-of-the-ordinary ideas and dig deep to really bring it every day.

We like each other

Yep, the camaraderie is real. But having great chemistry doesn't happen by chance. We spend a lot of time together, so we hire people who have the goods and are fun to hang out with, too.

We’re committed to creating an inclusive workplace

The way we see it, individuality and differences are things to celebrate. We want you to find your community and are committed to ensuring a genuinely dynamic workplace for today and tomorrow. Living and building on these values is an active process so we can ensure a genuinely dynamic workplace for today and tomorrow. We strive for an environment where employees of all backgrounds see themselves and their unique perspectives represented on our teams and in the opportunities we offer. 

We give back

We're at our best when we're rallying together to make a difference. Our employees lead the charge by organizing dozens of grassroots initiatives—from sponsoring food drives to knitting chemo caps for kids—and by supporting philanthropic efforts through paid volunteer time off.

We invest in your career

Our people are our greatest asset, and there's no better return on investment than empowering you to achieve your fullest potential. This means promoting from within our ranks and offering tuition reimbursement, training, and mentor programs to help you shine.

We're culture vultures

Nurturing our corporate culture also happens organically through our shared love of, well, culture. We bond over things like bocce and mini golf tournaments, after-hours paint nights, and concerts on our “beach.”

We value individual health and well-being

To us, a benefits package that supports your well-being is just the beginning. We elevate ours to another level with flexible options that help you not only balance, but thrive under the demands of your work, family, and life, including:

We perk things up

Loads of extras like stock options, holiday bonuses, tuition reimbursement, paid time off to volunteer—plus plenty of opportunities to make a difference with local charities—make for a truly awesome benefits program.

43x Best Place to Work winner

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 genuinely enjoy coming to work. And thanks to our staff, we've hauled in the honors to prove it.