Advisory Specialist - West

Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and diversify their practices, clients, and income streams.

The Advisory Specialist is an integral part of Park Avenue Securities. Reporting to the Head of Wealth Management Associates, who in turn reports to the Head of Business Development, you will provide individual FRs Advisory Product solutions to specific client situations leveraging their understanding of the available On Platform products or TAMP solutions that are available via Park Avenue Securities.

You are

• Self-motivated and can adapt to a fast moving and dynamic environment.

• Able to handle several responsibilities, multiple phone calls and field interactions, yet be able to identify and focus on the most valued added phone support and use of time.

• Someone who can take ownership of daily activities, balance reactive with proactive to maximize contribution.

• Someone who embraces change, technology enhancements, new capabilities added to Park Avenue Securities.

You will

• Be responsible for product questions/solutioning via phone support to the registered FRs in the Field, in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and parse out Fee Based Advisory opportunities), pre and post Wealth Management Consultant (WMC and AWMC) agency visit support, and deliver On Platform training to groups of FRs (and agency management) via Video Conference. This training can include not only products and solutions but cover the technologies and applications used for the Park Avenue Advisory Platform (when such training & support is not offered by the vendor), and generic information covering the transacting of registered products.

• Work closely with the WMC and AWMC, focusing on the overall growth of the Advisory business in the agencies within their assigned territory.

• Analyze investment portfolios, develop investment strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge.

• Manage and develop sales territory with WMC and AWMC to drive growth of wealth management business, FR segmentation, tailored training to groups of FRs, sales concepts, opportunity identification.

• With WMC, implement and execute communications, sales, and growth plans within sales territory.

• Help identify and communicate sales opportunities to registered FRs.

• Act as a subject matter expert on wealth management products and technology platforms.

• Conduct consultative and educational sales calls and presentations to registered FRs.

• Document Field interactions in wholesaler CRM.

You have

• Strong advisor management skills.

• Ability to support large case design and proposal.

• Desire to drive results and sales growth.

• Broad-based industry and product knowledge.

• Strong consultative skills.

• Excellent organizational skills.

• Bachelor’s degree or equivalent work experience required.

• Sales Desk and/or Internal wholesaling or financial retail sales a plus (in Wealth Management).

• Customer service cross-selling experience (introducing additional products and services on inbound service calls) a plus.

• Experience in field training and presenting to small/large groups via Zoom/Teams a plus.

• 3-5 years overall experience (including above) within the financial services industry.

• Series 7 required.

• Series 63/65 or 66; required.

• Professional designations such as CFP; AIF preferred.

• Life/Health insurance Licenses; preferred.

• Thorough knowledge of Wealth Management business, including GIAC Fixed Annuities.

• Working knowledge of industry leading Money Managers (Blackrock, Fidelity, etc.).

• Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds, Variable Annuities, Fixed and Index Annuities, Stocks, Bonds, ETFs, 401k, etc.

• Strong tech-skills including; MS Office, Webex or Skype, proposal software, CRM, etc. 

• Netx360, Envestnet, Salesforce/SmartOffice, Albridge, Morningstar, and Factset a plus.

• Good phone-based skills, articulate, polite, confident, able to establish relationships with the Field.

Location

• In Territory- Western Part of US.

• Limited travel, likely once per quarter.

Salary Range

$60,000 - $67,500
​
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday