Wealth Management Consultant - Business Development

The Wealth Management Consultant will lead growth, advisory development, and business development initiatives for Park Avenue Securities in the west region.

You are

A seasoned sales professional with core proficiencies in wealth management, products & solutions, territory management, point of sale support, and advisor education & support.

You will

• Lead the sales effort for Park Avenue in the region resulting in continued and outsized growth in revenue, sales, and advisor penetration

• Day-to day tactical focus on the region's Tier 1 agencies, General Agents, and Top 75 producers

• Lead the business development focus of the regions 2 wealth management associates

• Coordinate the region’s activities with outside partners

• Support and work closely with the region’s Investment Specialists

• Deliver case design, strategy, competitive intelligence, pricing, and point-of sale-support on large and complex cases

• Align the Regional Business Development team with internal partners throughout Guardian to include Life, Di and GIAC Wholesalers, RVPs, and DVPs

• Lead the regional business development team’s introduction of new PAS products and services

• Articulate the PAS value proposition to General Agents, Advisors and to experienced Wealth Management recruits

• Drive the on-platform PAS experience

• Lead the execution, and follow-up for PAS training

• ” Speak for” and model the Park Avenue Four Step Wealth Management Process

• Deliver PAS training curriculum at national conferences and at the local level

• Provide sales leadership, and direction to PAS wealth management associates in the Western Region

You have

• Strong sense of self-motivation, teamwork, and commitment

• Bachelor’s Degree or equivalent experience

• 10 years of territory sales management experience

• 10 years of experience marketing, selling, and positioning wealth management solutions to include advisory, annuities, structured notes, alternative investments, etc....

Preferred

• CIMA designation

• RICP designation

• CPWA designation

Location & Travel

• Must reside in Western region

• 80% travel to different Guardian agencies in the West territory

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 holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption ass