Commonwealth Financial Network

  • Retirement Consulting Investment Associate

    Job Locations US-MA-Waltham
    Job ID
    W-2020-JC
    # of Openings
    1
    Category
    Retirement Consulting Services
    Type
    Full-Time
  • Overview

    Are you eager to gain experience in the financial services world? Are your customer 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.

     

    Each day, our 16-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 four-person investment team, working behind the scenes to help administer our retirement plan investment platform and on the front lines providing 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.

     

    Key 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
    • Supporting the development and implementation of new investment services for Commonwealth’s retirement plan business and seizing growth opportunities as they arise

    Core strengths 

    • Comfortable learning new systems and software
    • Strong work ethic
    • Highly organized
    • Excellent attention to detail
    • Ability to work as both an individual contributor and a collaborative team member

    Additional skills and knowledge

    • Bachelor’s degree required
    • Intermediate-level experience with Microsoft Excel

    Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves. 

     

    About Commonwealth—and Our Anything but Common® Culture 

     

    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 delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive. 

     

    That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities. 

     

    Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home. 

     

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

     

    We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth Financial Network 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.

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