Retirement Solutions Investment Associate
5 days ago
About the Role
We are seeking a highly skilled and experienced Investment Associate to join our Strategic Retirement Solutions team at Commonwealth Financial Network. As a key member of our investment team, you will play a critical role in supporting our Retirement Plan Investment Solutions and providing consultation and training to our advisors on third-party investment monitoring tools, as well as our own recommended investment list and investment management services.
Key Responsibilities
- Aid in the support of Commonwealth's Retirement Plan Investment Solutions and provide consultation and training to advisors on investment monitoring tools and recommended investment lists.
- Develop and maintain expertise on investment oversight procedures, including investment research, monitoring, and policy design within the context of a retirement benefit plan.
- Share knowledge and expertise with Commonwealth advisors to ensure they have the necessary tools and resources to provide exceptional service to their clients.
- Support the development and implementation of new investment services for Commonwealth's retirement plan business, identifying opportunities for growth and improvement.
Requirements and Qualifications
- 23 years of experience in the financial services industry.
- Strong work ethic and ability to work independently.
- Highly organized with excellent attention to detail.
- Personable and respectful communication skills.
- Intermediate-level experience with Microsoft Excel.
- Ability to learn new systems and software quickly.
About Commonwealth Financial Network
Commonwealth Financial Network is a leading independent broker-dealer and Registered Investment Adviser, providing a suite of business solutions to over 2,000 independent financial advisors nationwide. We are committed to fostering an environment of excellence, growth, rewards, and fun, which has earned us 44 Best Place to Work awards.
Compensation and Benefits
We offer a competitive salary range of $62,000 to $72,000 per year, as well as a comprehensive benefits package, including health insurance, retirement plan, and tuition reimbursement.
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