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Associate Investment Product Diligence Analyst-Annuity

Advisor Group La Vista, NE

Product Diligence Opportunity in Financial Services

Associate Investment Product Diligence Analyst -Annuity

Location:         Advisor Group offices in Atlanta, Phoenix, Oakdale or La Vista

Type:               Full-time


The Associate Investment Product Diligence Analyst Serve as a key point of contact for the Investment Product Diligence Department, supporting relationships with other Advisor Group home office teams, financial professionals, and product sponsors.  Our chosen candidate will leverage existing relationships with, and knowledge of, product sponsors to facilitate effective investment due diligence processes. This position will be focused on helping to support our investment analysis of annuity, insurance, and structured products.


  • Providing independent, objective investment guidance and timely, actionable insight to our network of financial professionals

  • Conducting initial and ongoing due diligence on an array of investment products to the Advisor Group investment platform

  • Creating and presenting product analysis and recommendations to the Advisor Group Product Review Committee

  • All other duties as assigned

Education Requirements:

  • Bachelor's degree in related field is required

Basic Requirements:

  • 1-5 years of experience in the financial services industry

  • Experience in investment due diligence and product research, specifically related to packaged products is preferred

  • Working knowledge of investments including annuities, insurance and/or structured products

  • Demonstrated ability to develop and maintain trusted relationships with all clients of the firm

  • The ability to identify problems and/or issues and then propose and implement solutions with effective outcomes

  • Strong analytical skills, with the ability to see all sides of an issue

  • Exceptional verbal and written communication skills and track record of translating complex analytical information into actionable and financial professional-friendly messages

  • An ability to work independently as well as part of a team

  • Demonstrated ability to establish priorities and meet goals

  • Understanding of performance attribution and the ability to learn Morningstar analytical tools, including Morningstar Direct and other industry analytical tools

Preferred Requirements:

  • Willingness to participate in or enrolled in the CFA, CFP and/or CAIA program

  • Licenses: Series 7 preferred

Date Posted June 12, 2022
Date Closes July 12, 2022
Requisition R0002825
Address 12325 Port Grace Blvd
Located In La vista, NE
Work At La Vista
SOC Category 00-0000.00

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