Internal Wholesaler - 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 Internal Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant, this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the country!

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 FRs on case design, strategy, and implementation for client portfolios

• Deliver presentations at the individual, regional and national level to promote Park Avenue platform for the HNW market

• 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 worth with regional wealth management teams to identify HNW opportunities within each region

You have

• Experience wholesaling wealth management, preferably advisory and/or alternative investments

• Series 7 and 65/66 required; CIMA, CPWA or CAIA encouraged

• Strong relationship and consultative management skills

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

Location

• This is a primarily remote position with occasional travel to an office as needed

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 base salary, this role is eligible for 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.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holi