Wealth Management Specialist

Wealth Management Specialist

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 Wealth Management Associate 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 wealth management solutions to a specific client situation leveraging their understanding of the available accumulation and income distribution products available via Park Avenue Securities.

You will:

• Be responsible for product questions/solutioning and current rate expertise 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 Wealth Management opportunities), pre and post Wealth Management Consultant (WMC) agency visit support, and deliver Wealth Management 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 in Wealth Management (when such training & support is not offered by the vendor), and generic information covering the transacting of registered products.
• Work closely with the WMC, focusing on the overall growth of Wealth Management business in the agencies either within their assigned territories or nationally as required.
• Analyze investment portfolios, develop investment strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge.
• Provide rate information as required, directing FRs to appropriate weblinks for such, etc.
• Manage and develop sales territory with WMC 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 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 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.
• 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:

• New York, NY or Boston, MA
• Limited travel, likely once per quarter.

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.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

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 applicant_accommodation@glic.com.