Wealth Management Associate, Western Region
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 Regional Teams and Wealth Management Associates on those teams are an integral part of Park Avenue Securities. Reporting to the Head of Wealth Management Associates, who in turn reports to the 2VP, Head of Business Development, you will provide individual FRs within your region objective wealth management solutions to address specific client situations leveraging their understanding of the available investment, accumulation, and income distribution products available via Park Avenue Securities.
You will:
Be responsible for product consulting, 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 Specialist (WMS) 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 WMS on your regional team on the overall growth of Wealth Management business in the agencies 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 and illustrations as required, directing FRs to appropriate weblinks for such, etc.
Manage and develop sales territory goals with the WMS to drive growth of wealth management business, FR segmentation, tailored training to groups of FRs, sales concepts, opportunity identification.
With WMS, implement and execute communications, sales, and growth plans within sales territory.
Proactively reach out to registered FRs within your sales territory or nationally to identify and communicate new sales opportunities, changes to product line up, and enhancements to platform.
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:
Team-oriented self-starter 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 initiatives to maximize contribution.
Someone who embraces change, technology enhancements, new capabilities added to Park Avenue Securities.
You have:
Strong advisor relationship building and management skills.
Ability to support large case design and proposals.
Desire to drive results and sales growth.
Broad based industry and product knowledge.
Strong consultative and sales skills.
Excellent organizational skills.
Bachelors 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 Teams/Zoom 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 a plus.
Life/Health insurance Licenses; preferred.
Working knowledge of industry leading Money Managers and Strategists (Blackrock, Fidelity, etc.).
Thorough knowledge of Broker/Dealer products including Advisory platforms (Envestnet), TAMPs, Mutual Funds, Variable Annuities, Fixed and Index Annuities, Stocks, Bonds, ETFs, 401k, etc.
Strong tech-skills including MS Office, Teams, Webex or Skype, Zoom, 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:
Home Based, Western Region Preferred (CST, MST, PST)
Very limited travel, likely <5%.
#GuardianFinance
Our Promise:
At Guardian, youll 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.
We Offer:
Meaningful and challenging work opportunities to accelerate technology and innovation in a secure and compliant way.
Competitive compensation
Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period
Life and disability insurance
A great 401(k) with match
Tuition assistance, paid parental leave and backup family care.
Dynamic, modern work environments that promote collaboration and creativity.
Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability, and advocate for diversity & inclusion in all that we do.
Primary Location:
Remote - United States
Other Locations:
Job:
Sales
Schedule:
Full time
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.
