Commonwealth Financial Network

Retirement Consulting Investment Associate

US-MA-Waltham
Job ID
W-2017-001
# of Openings
1
Category
Retirement Consulting Services
Type
Full-Time

Overview

Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been helping our field force of independent financial professionals help investors pursue their financial goals. We do that by providing them with the technology, research, resources, and support that allow them to keep their focus on what’s most important: investors and their financial objectives.

 

With that said, we are not your typical financial services firm. For starters, we’re a fast-growing company, and we think and have fun like a start-up. Conveniently located on the commuter rail near the intersection of Route 95 and the Mass Pike, we’re accessible from anywhere—and away from the congestion of a downtown commute.

 

Commonwealth recognizes that our people are our greatest asset by investing in training and professional development. As a result, Commonwealth has been recognized 36 times (and counting) as one of the Best Places to Work by top publications in the region (Boston Globe, Boston Business Journal, San Diego Business Journal, San Diego Union-Tribune), as well as in the IT industry (Computerworld). With high marks in areas such as work environment, work/life balance, job satisfaction, and opportunities for advancement, Commonwealth is a place where you can thrive.

 

Discover what it’s like to be psyched to come to work every day! We offer you:

 

  • A generous bonus plan
  • Stock options and use of vacation properties (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, the Bahamas, and the Dominican Republic)
  • A more relaxed, “dress for your day” dress code
  • A free on-site fitness center
  • Ample opportunity to volunteer with and support local charities
  • A VTO (volunteer time off) day to use toward a cause that’s important to you
  • Tuition reimbursement
  • Free breakfast on Fridays
  • A competitive benefits package—and much more

About the Opportunity

Do you have a couple of years of financial services industry experience under your belt? Are your client service skills top notch? If so, this investment associate position on our Retirement Consulting Services (RCS) team might be the opportunity you are looking for.
 
On a day-to-day basis, our 17-person RCS team provides advanced technical, marketing, and product-based support, as well as legislative updates, to help our advisors service and grow their retirement business. Within RCS, you would be part of a 3-person Investment team. This means working behind the scenes to help administer our retirement plan investment platform and working on the front lines to provide training and support to Commonwealth advisors. You would also have the opportunity to contribute to the development and implementation of new investment services for Commonwealth’s retirement plan business. A strong work ethic—coupled with a team player mind-set—is key to your success here.
 
If you think you have what it takes—including a basic background in investments and a desire to expand upon your investment knowledge—then let’s talk.
 

Responsibilities

  • Aiding in the administration of Commonwealth’s retirement plan investment platform and providing support and training to advisors on third-party investment monitoring tools, as well as on our own recommended investment list
  • Becoming a subject matter expert on investment oversight procedures, including investment research, investment monitoring, and investment policy design
  • Sharing this knowledge and expertise with Commonwealth advisors who desire assistance
  • Supporting the development and implementation of new investment services for Commonwealth’s retirement plan business; seizing growth opportunities as they arise

Qualifications

  • 1–2 years of financial services experience
  • Familiarity with investment types (equity, fixed income), styles (active, passive), and basic investment statistics ( standard deviation, alpha)
  • Strong work ethic
  • Highly organized; excellent attention to detail
  • Personable and respectful to others
  • Intermediate-level experience with Microsoft Excel
  • Comfortable learning new systems and software
  • Eager to learn

Summary

Have we piqued your curiosity? Can you see yourself thriving in this career opportunity, as well as our Anything but Common® workplace culture? If so—and if your background and experience align with our needs—please do submit your application right away.

 

Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.

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