Urgently Need RIA Annuity Associate in Waltham, MA
Job title: RIA Annuity Associate
Company: Commonwealth Financial Network LLC
Job description: Job ID: W/SD-2023-098
# of Openings: 1
Category: Annuity Research
Type: Permanent/ Full-Time
Overview
Whether 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 Annuity Research department offers a hybrid work schedule, so you'll be able to work from home for part of the week!
We're looking for a RIA annuity associate to join our ranks. Your primary focus will be providing consultative support to our fee-only advisors. You'll assist them with annuity-related issues, answer account inquiries, perform account maintenance procedures, and solve technical issues. As your role progresses, this will expand to our entire advisor field.
Key Accountabilities
Assisting advisors on a broad range of operational annuity topics and serving as a go-to contact for fee-only offices
Working closely with the RIA Services team as more advisors transition to the fee-only model
Maintaining an open line of communication with insurance company partners to access policy-specific information
Ensuring that all fee-based annuity content on our internal website is accurate and up to date
Supporting our financial advisors on product-related questions and assisting teammates with product recommendations as necessary
Supporting our internal departments on annuity-related inquiries and issues
Core Strengths and Skills
An understanding of advisor needs and organizational goals as well as market events, especially as they relate to the annuity industry
Forward thinker when it comes to problem-solving, with an eye for process improvements
Willingness to acquire FINRA Series 6 or 7 securities registration and state insurance license
Experience in a service-oriented environment or the financial service industry preferred
Bachelor's degree a plus
Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let's introduce ourselves.
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 are building out a robust diversity, equity, and inclusion program; 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 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.
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, which has earned us 43 Best Place to Work awards.
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.
Min
USD $57,700.00/Yr.
Max
USD $74,900.00/Yr.
PI32661606-8722-ea861029d202
Expected salary: $57700 per year
Location: Waltham, MA
Apply Now
Company: Commonwealth Financial Network LLC
Job description: Job ID: W/SD-2023-098
# of Openings: 1
Category: Annuity Research
Type: Permanent/ Full-Time
Overview
Whether 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 Annuity Research department offers a hybrid work schedule, so you'll be able to work from home for part of the week!
We're looking for a RIA annuity associate to join our ranks. Your primary focus will be providing consultative support to our fee-only advisors. You'll assist them with annuity-related issues, answer account inquiries, perform account maintenance procedures, and solve technical issues. As your role progresses, this will expand to our entire advisor field.
Key Accountabilities
Assisting advisors on a broad range of operational annuity topics and serving as a go-to contact for fee-only offices
Working closely with the RIA Services team as more advisors transition to the fee-only model
Maintaining an open line of communication with insurance company partners to access policy-specific information
Ensuring that all fee-based annuity content on our internal website is accurate and up to date
Supporting our financial advisors on product-related questions and assisting teammates with product recommendations as necessary
Supporting our internal departments on annuity-related inquiries and issues
Core Strengths and Skills
An understanding of advisor needs and organizational goals as well as market events, especially as they relate to the annuity industry
Forward thinker when it comes to problem-solving, with an eye for process improvements
Willingness to acquire FINRA Series 6 or 7 securities registration and state insurance license
Experience in a service-oriented environment or the financial service industry preferred
Bachelor's degree a plus
Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let's introduce ourselves.
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 are building out a robust diversity, equity, and inclusion program; 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 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.
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, which has earned us 43 Best Place to Work awards.
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.
Min
USD $57,700.00/Yr.
Max
USD $74,900.00/Yr.
PI32661606-8722-ea861029d202
Expected salary: $57700 per year
Location: Waltham, MA
Apply Now