RIA Annuity Associate - Expert Support for Fee-Only Advisors in a Dynamic, Growth-Oriented Environment

Join the Commonwealth Financial Network Team as a RIA Annuity Associate

Are you passionate about delivering exceptional support to financial advisors and have a keen interest in the annuity industry? Do you thrive in environments that value collaboration, innovation, and growth? Look no further than Commonwealth Financial Network, a leading Registered Investment Adviser with a strong commitment to empowering over 2,000 independent financial advisors nationwide. We're seeking a highly motivated and detail-oriented RIA Annuity Associate to join our team in a remote capacity, with the opportunity to work from home part-time.

About Commonwealth Financial Network

At Commonwealth, we believe in fostering a better world by investing in our employees, promoting diversity, equity, and inclusion, and delivering exceptional support to our advisors and their clients. With a privately held history dating back to 1979, we've established ourselves as a leader in the financial services industry, with headquarters in Waltham, Massachusetts, and San Diego, California. Our company culture is built on a foundation of excellence, growth, rewards, and fun, earning us 43 Best Place to Work awards.

Position Overview

As a RIA Annuity Associate, you will play a critical role in providing consultative support to our fee-only advisors, assisting with annuity-related issues, and ensuring seamless account maintenance procedures. This is an excellent opportunity to join a dynamic team, expand your skill set, and contribute to the growth and success of our organization.

Key Responsibilities

• Provide expert support to fee-only advisors on a broad range of operational annuity topics, serving as a trusted go-to contact for their offices.
• Collaborate closely with the RIA Services team to ensure a smooth transition of advisors to the fee-only model.
• Maintain open lines of communication with insurance company partners to access policy-specific information and resolve issues efficiently.
• Ensure the accuracy and up-to-dateness of fee-based annuity content on our internal website.
• Support financial advisors with product-related questions and assist teammates with product recommendations as needed.
• Address annuity-related inquiries and issues from internal departments, providing timely and effective solutions.

Essential Qualifications

• A strong understanding of advisor needs and organizational goals, as well as market events, particularly in the annuity industry.
• Forward-thinking approach to problem-solving, with a focus on process improvements and innovative solutions.
• Willingness to acquire FINRA Series 6 or 7 securities registration and state insurance license.
• Experience in a service-oriented environment or the financial services industry is highly preferred.
• Bachelor's degree in a related field is a plus.

Core Strengths and Skills

• Excellent communication and interpersonal skills, with the ability to build strong relationships with advisors, insurance company partners, and internal teams.
• Strong analytical and problem-solving skills, with attention to detail and ability to prioritize tasks effectively.
• Proactive and adaptable, with a willingness to learn and grow in a rapidly changing environment.
• Strong organizational and time management skills, with ability to manage multiple projects and deadlines.

Career Growth Opportunities and Learning Benefits

At Commonwealth, we're committed to investing in our employees' growth and development. As a RIA Annuity Associate, you'll have access to:

• Comprehensive training programs to enhance your skills and knowledge in the annuity industry.
• Opportunities for career advancement and professional growth within the organization.
• Tuition reimbursement and education assistance programs to support your ongoing education and development.
• A robust diversity, equity, and inclusion program that promotes a culture of inclusivity and respect.

Work Environment and Company Culture

At Commonwealth, we prioritize creating a work environment that's supportive, collaborative, and inclusive. As a remote RIA Annuity Associate, you'll enjoy:

• A flexible work schedule that allows for part-time remote work.
• Access to cutting-edge technology and tools to support your work.
• A dynamic and supportive team culture that values feedback, innovation, and growth.
• Incredible health care benefits and wellness programs to support your overall well-being.

Compensation and Benefits

We offer a competitive salary range of $57,700 to $74,900 per year, depending on experience, as well as:

• A generous bonus program to reward your hard work and contributions.
• A 401(k) plan with company match to support your retirement savings.
• Comprehensive benefits package, including health, dental, and vision coverage.

Conclusion

If you're a motivated and detail-oriented professional with a passion for the annuity industry, we encourage you to apply for this exciting opportunity as a RIA Annuity Associate. At Commonwealth Financial Network, we're committed to building a better future for our advisors, their clients, and our employees. Join our team and be part of a dynamic, growth-oriented environment that values excellence, innovation, and growth.

Don't hesitate to apply! We value a great attitude and a willingness to learn above all. Submit your application today and take the first step towards a rewarding career with Commonwealth Financial Network.