Jr. Advisory Specialist

Jr. Advisory Specialist

Park Avenue Securities is committed to offering a comprehensive platform to support the wealth management needs of Guardian policyholders and clients. We aim to enable Field Representatives to serve as The Trusted Advisor by continuously growing client and advisor solutions, helping Field Representatives 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 reports to the Head of Business Development), you will provide Field Representatives with advisory product solutions for specific client situations by leveraging your understanding of available On Platform products or TAMP solutions offered by Park Avenue Securities.

What You Will Do (Responsibilities)

• Be responsible for product questions, solutioning, introduction of new products, case design, proposal development, delivery of product education, and execution of Go-To-Market strategies.
• Work closely with Sr. Advisory Specialists and Advisory Specialists to support their efforts, focusing on the overall growth of the Advisory business within assigned agency territories.
• Analyze investment portfolios, develop investment strategy proposals, and communicate investment product objectives, portfolio strategies, basic financial planning concepts, and investment knowledge.
• Collaborate with the overall Business Development team to implement and execute communications, campaigns, and growth plans within the sales territory.
• Assist in identifying and communicating sales opportunities to registered representatives.
• Act as a subject matter expert on wealth management products.
• Conduct consultative and educational sales calls and presentations to registered representatives.
• Document all Field interactions in the wholesaler CRM.
• Deliver case design, strategy, competitive intelligence, pricing, and point-of-sale support as needed to Sr. and Advisory Specialists.
• Proactively support driving growth for Advisory-related PAS strategic partnerships, including Investment Specialists.

What You Bring (Requirements & Qualifications)

Required Qualifications

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

Ideal Experience (Preferred Qualifications)

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

Compensation and Benefits

Salary Range: $70,930.00 - $106,390.00

The salary range noted is a good faith estimate of base pay for the primary location. The final salary will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may 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 avenues 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 company benefits at www.guardianlife.com/careers/corporate/benefits. (Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.)

Employment Information

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 an 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 MyHR@glic.com. (This resource is for accommodation requests only. For all other inquiries 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., H-1B). 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 during preliminary screening. This screening helps identify applicant materials relative to their indication that the applicant meets the requirements for the specific job. 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.

You have the choice to opt out of Guardian’s use of AI Tools during the job application process. If you wish to request an alternative process that does not utilize AI Tools or wish to request a reasonable accommodation, email your request to MyHR@glic.com within ten business days of your application, providing your name and job requisition identification number. Guardian will retain your applicant materials and resume according to its document retention policy.

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

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.