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Retirement Consultant

Commonwealth Financial Network

in Waltham MA

Commonwealth Financial Network

Overview

We are looking for a Retirement Consultant with 5+ years of experience working with IRAs and retirement plans who is eager to share his or her diversity of knowledge and technical expertise.

If you have been working with retirement plan sponsors as a third-party administrator, compliance consultant, or client service manager your technical prowess and people skills are highly sought.

At Commonwealth, you will be working with premier financial advisors who have built very successful practices. As a retirement consultant, you will join a seasoned team of professionals who our advisors view as an extension of their practice.

Your experience and knowledge will also be leveraged to help maintain our position as a firm of choice for advisors. Members of the Retirement Consulting Services team take on individual and group projects to constantly share their insights and elevate their level of resources and services.

Key responsibilities 

  • Providing advanced technical, consultative, marketing, and product-based support to advisors and home office staff on a variety of retirement plan and IRA topics
  • Delivering indispensable service by actively listening and promptly following up to solve the immediate need of the advisor and his or her client
  • Being an active learner within the retirement plan industry by maintaining and growing personal depth and breadth of knowledge
  • Finding opportunities to share your expertise and thought leadership with others through training, writing articles, and delivering presentations
  • Leading and participating in additional projects to move department or enterprise initiatives forward
  • Participating in activities with the Field Development and Transition department to recruit and transition new advisors to Commonwealth

Core strengths 

  • Experience working with financial advisors as a subject matter expert on IRAs and retirement plans, including 401(a), 401(k), 403(b) and 457 plans
  • Strong understanding of ERISA and fiduciary responsibilities
  • Strong understanding of the financial services industry and the RIA and broker/dealer landscape, as well as the business challenges and resource constraints that advisors face
  • Service orientation with excellent listening, probing, and interpersonal skills; the ability to establish early credibility and enjoy working with others over the phone and by email
  • Top-notch research skills
  • Ability to work as both an individual contributor and a collaborative team member
  • Strong verbal and written communication skills
  • Strong time management and organizational skills
  • Project management experience a plus

Additional skills and knowledge 

  • 5+ years of experience working with IRAs and retirement plans
  • Bachelor’s degree required
  • FINRA Series 6 or 7, and 63 securities registrations
  • AIF®, PRP, CRPS®, or a similar designation.
  • QKA designation and/or direct experience with plan administration or plan compliance strongly desired

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.

How to Apply

Apply by email to: mcolarusso@commonwealth.com


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