Job Description

About Us

Commonwealth Financial Group is guided by one clear principle: a deep concern for the lives and goals of our clients. We believe in living a life full of meaningful experiences and helping clients align their financial strategies with what matters most to them. Our value lies in providing independent advice through a team-oriented, personalized approach.

Internally, we align around the philosophy of One Firm, One Way, On Purpose . We know that an exceptional People Experience (PE) leads to an outstanding Client Experience (CE), which drives Financial Performance (FP) — a connection we express as PE+CE=FP. By creating an environment where our people feel valued, supported, and inspired, we foster a purpose-driven culture dedicated to delivering the highest quality experience to every client we serve.

At Commonwealth Financial Group, success is measured not just by outcomes, but by the lasting relationships and positive impact we create for our clients, our people, and our communities.

Position Overview

The HR Generalist plays a key role in supporting the employee lifecycle, from onboarding to offboarding, with a strong emphasis on creating a positive people experience. This role supports core HR functions with a strong focus on culture, engagement, and the day-to-day people experience. By serving as a trusted resource for team members and supporting thoughtful, people-centered HR operations, the HR Generalist helps ensure that both people and processes are aligned with the company’s values.

Key Responsibilities

People Experience

• Champion a people-first culture that reflects our core values
• Assist in coordinating programs that enhance employee engagement, foster a culture of recognition, support well-being, and encourage a sense of belonging across the company
• Help gather employee feedback (e.g. surveys, check-ins, stay interviews, exit interviews) and assist in analyzing insights to enhance the people experience

Talent Acquisition & Onboarding

• Coordinate aspects of the full-cycle recruitment process, including job postings, sourcing, screening, interview coordination, and candidate communication
• Represent the firm at job fairs, campus events, and industry recruitment opportunities to support talent pipeline growth
• Partner with hiring managers to develop and maintain job descriptions and ensure a consistent, values-aligned interview experience
• Prepare and extend offer letters under guidance and ensure pre-boarding logistics, new hire documentation, and systems access are completed accurately
• Manage pre-boarding logistics and coordinate new hire documentation and systems access
• Conduct new hire orientation, ensuring a welcoming and informative experience that reflects the firm’s culture and expectations

Employee Relations & Performance

• Serve as the first point of contact for employee questions regarding HR policies, benefits, and procedures
• Support managers and employees by escalating complex employee relations issues
• Assist with performance management activities by tracking performance review completion and supporting documentation

HR Operations & Compliance

• Maintain accurate and up-to-date employee records in compliance with legal and organizational requirements
• Support compliance with federal, state, and local employment laws and regulations, and assist in implementing best practices
• Assist with updating the employee handbook and other company policies as directed
• Support the creation and delivery of employment-related communications (e.g. offer letters, promotion notices) with guidance
• Contribute to the planning and communication of HR initiatives, such as policy updates, organizational changes, and employee programs
• Collaborate cross-functionally to ensure smooth implementation and communication of HR programs and initiatives
• Continuously seek to improve HR practices and enhance the people experience
• Stay current on HR trends, best practices, regulatory changes through continuous learning

Knowledge, Skills & Abilities

• Knowledge of core HR functions including recruitment, onboarding, employee relations, and compliance requirements
• Strong interpersonal and communication skills, with the ability to build trust and credibility across all levels of the organization and interact with external parties
• Ability to handle sensitive information with discretion, empathy, and professionalism
• Comfortable managing multiple priorities with a thoughtful, people-focused approach
• Creative, proactive, problem-solving skills, with a willingness to learn and grow
• Comfortable using technology to support HR processes; experience with LinkedIn Recruiter is a plus
• Detail-oriented with strong organizational and documentation skills
• Collaborative spirit with the ability to work independently and as part of a team

Qualifications

• 2–3 years of experience in Human Resources or a related field, preferably in a generalist, coordinator or recruiting support role
• Experience assisting with or supporting full-cycle recruitment and onboarding
• Exposure to employee relations, performance management, and HR operations support
• Working knowledge of employment laws, HR compliance, and HR best practices
• Experience with LinkedIn Recruiter is a plus

Our Benefits:

At Commonwealth Financial Group, we value our employees and are committed to providing a comprehensive benefits package that goes beyond just a paycheck. We believe that taking care of our team members is essential to fostering a healthy and motivated team. When you join Commonwealth Financial Group, you can expect a wide range of benefits designed to enhance your well-being and support your career growth. Here are some of the benefits you can look forward to:

• Medical, Dental & Vision Insurance (100% covered for individual plans)
• 401(k) Retirement Plan with company match
• Company Paid Holidays
• Vacation Leave
• Personal Leave
• Team Outings
• Company Paid Basic Life/AD&D Insurance
• Community Service and Volunteer Opportunities
• Professional Development Support
• And more!

Interview Process

We value transparency and a positive candidate experience. Our interview process is designed to be clear, efficient, and respectful of your time. Here’s what you can expect as we get to know each other:

Step 1. Initial Screening

Step 2. HR Technical Interview

Step 3. Leadership Team Interview

Step 4. Offer

Our Commitment to Equal Opportunity

Commonwealth Financial Group is an Equal Opportunity Employer. As an Equal Opportunity Employer, employees and applicants will be provided a full and fair opportunity for employment, career advancement, and access to programs without regard to race, color, religion, national origin, disability (physical or mental), sex, age, sexual orientation, gender identity, genetic information, parental status or protected veteran status.

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