High Net Worth Specialist

Park Avenue Securities was founded in 1999 as a complement to Guardian’s traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian’s broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and solutions to help them achieve financial well-being.

The High Net Worth Specialist is an integral part of Park Avenue Securities (PAS). Reporting to the Head of HNW Sales, this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the Western Territory.

You are

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

• Able to handle several responsibilities, working with the rest of Park Avenue Securities, Advisors, General Agents and Sponsor Partners

• Able to gain trust and respect of multiple contingent internal and external partners.

• An established sales person, who can deliver complex concepts in a concise easy to understand manner

• Proven teammate with a strong collaborative orientation; proven ability to build strong relationships

• Exceptional communicator with advisors, general agents and internal partners

You will

• Be responsible for driving sales across the suite of HNW solutions available on the Park Avenue platform.

• Deliver subject matter expertise in areas such as private markets, structured investments, alternative investments, philanthropy, lending, and investment management.

• Partner with advisors on case design, strategy, and implementation for client portfolios

• Partner with research and due diligence team for review and strategy of portfolio analysis.

• Maintain activity and KPIs through consistent and timely activity tracking.

• Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the region

You have

• 5+ years overall experience in wealth management, preferably advisory and/or alternative investments

• Bachelor’s degree or equivalent work experience

• Series 7, 65/66 required; professional designations (CIMA, CFP, CPWA) a plus

• Strong relationship and consultative management skills

• Excellent  presentation skills, articulate, polite, confident, able to establish relationships with the Field, including GAs, Investment Specialists, FRs, MDs, and Home Office personnel.

Location

• In Territory- Western Part of US.

• Travel as needed; Up to 10-30% travel focused on agency events, conferences and in person advisor meetings.

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