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Annuity Suitability Jobs in Rutherford, NJ (NOW HIRING)

Flourish

Risk & Controls Associate

New York, NY · On-site

$88K - $115K/yr

Knowledge of broker-dealer compliance requirements, including SEC Rule 17a-5 * Knowledge of NAIC Model Law on Suitability in Annuity Transactions * Knowledge of the AICPA Trust Services Criteria for ...

Flourish

Risk & Controls Associate

New York, NY · On-site

$88K - $115K/yr

Knowledge of broker-dealer compliance requirements, including SEC Rule 17a-5 * Knowledge of NAIC Model Law on Suitability in Annuity Transactions * Knowledge of the AICPA Trust Services Criteria for ...

LiveOnNY

Donation Coordinator

Long Island City, NY · On-site

$21.25 - $27/hr

... organ suitability. * Manage organ and tissue recovery in the operating room for brain death and ... annuity * Medical/Vision/Dental * Tuition reimbursement * Paid time Off * Pet Insurance * Life ...

LiveOnNY

Donation Coordinator

Long Island City, NY · On-site

$21.25 - $27/hr

... organ suitability. * Manage organ and tissue recovery in the operating room for brain death and ... annuity * Medical/Vision/Dental * Tuition reimbursement * Paid time Off * Pet Insurance * Life ...

LiveOnNY

Donation Coordinator

Long Island City, NY

... organ suitability. * Manage organ and tissue recovery in the operating room for brain death and ... annuity * Medical/Vision/Dental * Tuition reimbursement * Paid time Off * Pet Insurance * Life ...

All JobsAnnuity Suitability JobsAnnuity Suitability Jobs in Rutherford, NJ

Annuity Suitability information

See Rutherford, NJ salary details

$44.3K

$72.8K

$100.4K

How much do annuity suitability jobs pay per year?

As of Aug 28, 2026, the average yearly pay for annuity suitability in Rutherford, NJ is $72,825.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,200.00 and $80,000.00 per year, depending on experience, location, and employer.

What is annuity suitability?

An Annuity Suitability job involves evaluating whether annuity products are appropriate for clients based on their financial needs, goals, and risk tolerance. Professionals in this role review applications, assess regulatory compliance, and ensure that annuities align with the client's best interests. They work closely with advisors and underwriters to prevent unsuitable sales and protect consumers. Strong knowledge of financial regulations, insurance products, and customer financial profiles is required for this position.

What are some common challenges faced in an annuity suitability role?

One common challenge in an Annuity Suitability role is navigating complex regulatory requirements while assessing whether annuity products are appropriate for specific clients. Professionals in this field frequently review detailed client financial information and must stay current with evolving compliance standards, which demands ongoing learning and vigilance. Additionally, communicating findings and recommendations to financial advisors and clients involves a high level of accuracy and diplomacy. Successfully managing these challenges is key to ensuring ethical sales practices and protecting both clients and the organization.

What are the key skills and qualifications needed to thrive in an annuity suitability position, and why are they important?

To thrive in Annuity Suitability, you need a strong knowledge of annuity products, insurance regulations, and compliance standards, often supported by FINRA or state insurance licenses. Familiarity with suitability review software, CRM systems, and regulatory databases is highly beneficial. Critical thinking, attention to detail, and clear communication skills are essential soft skills for evaluating client needs and collaborating with advisors. These abilities are crucial to ensure clients receive appropriate products while the company remains compliant with industry regulations.

Is selling annuities a good job?

Selling annuities is a sales-oriented role that requires strong communication skills, knowledge of financial products, and often a license such as the Series 6 or 7. It can be financially rewarding through commissions but also involves regulatory compliance and building client relationships, making it suitable for individuals interested in finance and sales. Success depends on individual effort, market conditions, and professional certifications.

What cities near Rutherford, NJ are hiring for Annuity Suitability jobs?

Cities near Rutherford, NJ with the most Annuity Suitability job openings:

Annuity Suitability jobs near you
Infographic showing various Annuity Suitability job openings in Rutherford, NJ as of August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 63% In-person, 15% Hybrid, and 22% Remote job distribution, with an average salary of $72,825 per year, or $35 per hour.

Risk & Controls Associate

Flourish

New York, NY • On-site

$88K - $115K/yr

Full-time

Re-posted 11 days ago

Job description

About You

With an eye for details, you are excited to monitor the risk environment of the Company and provide insights to enable effective risk management. You enjoy partnering with the business by providing advice, guidance, and problem solving to identify areas of risk and make valuable recommendations on controls. You are interested in influencing change and decisions for business initiatives, project launches, and system implementations. A dynamic environment is motivating and you are passionate about technology and able to focus on key issues and the details that come with it.

About the Role

The Flourish Risk & Controls team is responsible for monitoring risk across Flourish and providing insights to enable effective risk management. As a member of the team, you will advise the business, including product and engineering groups, while identifying areas of risk and making recommendations on mitigating controls. You will contribute to the strategic development of the controls strategy for the business and assist in the decision making process for business initiatives including product launches and system implementations. You will partner with leaders and stakeholders across the organization to achieve a strong control environment that enhances and protects organizational value.

As a member of the team, you will contribute to the execution of the annual risk assessment process and design and execute risk-based audit programs to address the identified risks and compliance requirements. You will prepare audit reports to document audit scope, procedures, findings, and recommendations. You will interpret the significance of audit findings, draw conclusions from findings, and make practical recommendations for remediation. You will communicate with and educate process owners on the importance of controls, an effective control environment, and the role of the team.

Principal Responsibilities
  • Maintain the inventory of internal controls and assist control owners in their knowledge and understanding of the controls they own
  • Support the design and documentation of controls and where appropriate framework, policy, and process documentation to support those controls
  • Coordinate the annual risk assessment process and assist management in identifying and mitigating risks
  • Assist with holistic risk quantification and mitigation efforts across business units
  • Develop internal audit scope and audit plans
  • Acquire, analyze, and evaluate documentation to execute audit plans
  • Prepare and present reports that reflect audit results
  • Maintain open communication with teams and leadership across the organization
  • Manage the relationship with the external auditors
  • Project manage the external audits across multiple regulatory regimes including the audit preparation process and communication between auditors and control owners
  • Actively identify areas to improve operations and independently handle broad-scope projects
Qualifications
  • Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent experience
  • 3+ years of work experience in an audit, advisory consulting, or risk management role
  • Experience designing, testing, implementing internal controls and reviewing business processes
  • Ability to interact with all levels, set objectives, and create results
  • Ability to navigate through ambiguity
  • Ability to manage and coordinate multiple project assignments simultaneously in a fast-paced environment
  • Ability and willingness to take initiative to address problems and make continuous process improvements
  • Excellent communication skills, with the ability to work with a wide variety of stakeholders
Preferred Qualifications
  • CPA, CA, CIA, or related experience
  • Knowledge of broker-dealer compliance requirements, including SEC Rule 17a-5
  • Knowledge of NAIC Model Law on Suitability in Annuity Transactions
  • Knowledge of the AICPA Trust Services Criteria for SOC 2 Examinations

At Flourish, we focus on ensuring fair, equitable pay by providing competitive salaries, along with bonus and incentive opportunities and benefits for all employees.

Base Salary Range: $88,300 - $115,900 plus bonus

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