Financial Planner & Growth Strategist

Guardian Life; Los Angeles (CA); On-site; USD 60,000 - 120,000; Full time

Job summary

The Guardian Life Insurance Company of America is seeking a Financial Representative to help individuals and businesses plan for their financial futures. You will analyze client information to create strategic plans and provide ongoing guidance on financial products and services.

Ideal candidates are self-motivated with a passion for helping others succeed financially and are prepared to build a long-term client base through relationship management and planning.

Qualifications

• Must be a US citizen or permanent resident.

Responsibilities

• Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services.
• Provide clients with information related to financial products and services on an ongoing basis.
• Develop and maintain a base of clients who value your input and guidance.
• Work with clients to keep their financial plans current and aligned with their goals.

Job description

The Guardian Life Insurance Company of America is seeking a Financial Representative to help individuals and businesses plan for their financial futures. You will analyze client information to create strategic plans and provide ongoing guidance on financial products and services.

Ideal candidates are self-motivated with a passion for helping others succeed financially and are prepared to build a long-term client base through relationship management and planning.