Jr. Advisory Specialist

Guardian; New York (NY); On-site; USD 71,000 - 106,000; Full time

Job summary

Guardian seeks a Jr. Advisory Specialist to support Field Representatives with advisory product solutions and wealth management strategies. You will leverage On Platform products and TAMP solutions via Park Avenue Securities to design cases, educate clients, and execute go-to-market plans.

You will collaborate with Sr. Advisory Specialists to grow the Advisory business across agencies, analyze portfolios, and communicate investment objectives.

Qualifications

• Strong advisor management skills.
• Ability to support case design and proposal.
• Desire to drive results and sales growth.
• Broad-based industry and product knowledge.
• Strong consultative skills.
• Excellent organizational skills.
• 1-3 years overall experience in financial services.
• Series 7 required.
• Series 63/65 or 66 required.
• Thorough knowledge of Wealth Management business.
• Working knowledge of Money Managers (Blackrock, Fidelity, etc.).
• Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds, VAs, Fixed/Index Annuities, Stocks, Bonds, ETFs, 401k, etc.
• Strong tech-skills including MS Office, Zoom/Teams, Co-Pilot, proposal software, CRM.
• Good phone-based skills, articulate, polite, confident, ability to establish relationships with Field.

Responsibilities

• Be responsible for product questions/solutioning, introduction of new products, case design, proposals, delivery of product education, and execution of Go-To-Market strategies.
• Work closely with the Sr Advisory Specialists and Advisory Specialists to support their efforts, 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.
• With overall Business Development team to implement and execute communications, campaigns, and growth plans within sales territory.
• Help identify and communicate sales opportunities to registered reps.
• Act as a subject matter expert on wealth management products.
• Conduct consultative and educational sales calls and presentations to registered reps.
• Document Field interactions in wholesaler CRM.
• Deliver case design, strategy, pricing, and point-of-sale as needed to Sr. Advisory and Advisory Specialists.
• Proactively support driving growth of Advisory related PAS strategic partnerships including Investment Specialists.

Skills

Advisor management

Consultative selling

Organizational skills

Communication skills

Phone-based skills

Tech skills (MS Office/CRM)

Relationship development

Sales driven

Client engagement

Tools

CRM

MS Office

Zoom/Teams

Co-Pilot

Proposal software

Job description

• Strong advisor management skills.
• Strong consultative skills.

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 Jr. Advisory Specialist is an integral part of Park Avenue Securities. Reporting to the Head of Wealth Specialists, 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 with the ability to communicate effectively.
• Able to handle several responsibilities, multiple phone calls , emails and advisor interactions, yet be able to identify and focus on the most valued added 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.
• Is able to collaborate in a team environment.

You will

• Be responsible for product questions/solutioning, introduction of new products, case design, proposals, delivery of product education, and execution of Go-To-Market strategies.
• Work closely with the Sr Advisory Specialists and Advisory Specialists to support their efforts, 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.
• With overall Business Development team to implement and execute communications, campaigns, and growth plans within sales territory.
• Help identify and communicate sales opportunities to registered reps.
• Act as a subject matter expert on wealth management products.
• Conduct consultative and educational sales calls and presentations to registered reps.
• Document Field interactions in wholesaler CRM.
• Deliver case design, strategy, competitive intelligence, pricing, and point-of-sale as needed to Sr. Advisory and Advisory Specialists.
• Proactively support driving growth of Advisory related PAS strategic partnerships including Investment Specialists.

You have

• Strong advisor management skills.
• Ability to support case design and proposal.
• Desire to drive results and sales growth.
• Broad-based industry and product knowledge.
• Strong consultative skills.
• Excellent organizational skills.
• 1-3 years overall experience (including above) within the financial services industry.
• Series 7 required.
• Series 63/65 or 66; required.
• Thorough knowledge of Wealth Management business
• 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, Zoom and/or Teams, Co-Pilot, proposal software, CRM, etc.
• Good phone-based skills, articulate, polite, confident, able to establish relationships with the Field.

Preferred Qualifications

• GIAC Fixed Annuities knowledge
• Netx360, Envestnet, Salesforce/SmartOffice, Albridge, and Morningstar, a plus.
• Professional designations such as CFP; AIF preferred.
• Sales Desk and/or Internal wholesaling or financial retail sales a plus (in Wealth Management).
• Experience in field training and presenting to small/large groups via Zoom/Teams a plus.
• Life/Health insurance Licenses; preferred.

Salary Range

$70,930.00 - $106,390.00

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 [e-mail]. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment

As part of Guardian’s job application process, Guardian may use artificial intelligence tools ("AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to [e-mail], making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via [e-mail].

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.