Commonwealth Financial Network

  • Annuity Product Consultant

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
    Annuity Research
  • Overview

    Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent 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 I-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 40 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:


    • Generous bonus and stock option incentive plans
    • Use of our chairman’s vacation properties (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, Park City, the Bahamas, and the Dominican Republic) at no cost
    • Fully paid maternity leave (12 weeks) and spousal leave (3 weeks)
    • 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

    The Annuity Research department works with variable, fixed, and fixed-indexed annuities. We are a small shop, with just five members on our team. Our days are spent assisting advisors with case planning, product inquiries, and sales ideas. After carefully studying each case and evaluating any possible annuity solutions, our goal is to make strong recommendations that place the clients’ needs first.
    Are you a self-starter with excellent time management, customer service, and communication skills? Do you have a few years of experience supporting annuity products under your belt, along with your FINRA Series 6 or 7 securities registration? As an annuity product consultant, you would be responsible for supporting our variable, fixed, and fixed-indexed annuity business—specifically, our educational and marketing efforts.
    If you think you have what it takes—and are a natural at providing indispensable service—then let’s introduce ourselves.


    • Supporting our financial advisors on product-related questions and assisting with product recommendations as necessary
    • Supporting our internal departments on annuity-related inquiries and issues
    • Working closely with our partner insurance companies to educate Commonwealth advisors internally through our website
    • Presenting to advisors and peers on annuity-related material


    • 3–5 years of industry experience in a customer service role
    • FINRA Series 6 or 7 securities registration
    • Exceptional communication skills—oral, written, and group presentation
    • Clear understanding of annuity products and functions
    • Excellent customer service skills and phone experience
    • Ability to manage multiple projects simultaneously and meet deadlines
    • Self-starter with great time management skills
    • College degree


    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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