Financial Advisor

Financial Advisor  

The Fullerton Guardian Firm 

Overview 

Our Financial Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community. They problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based client relationships. As a Financial Advisor with Fullerton Guardian you will gather, manage and service a book of investment-oriented clients by identifying and acquiring assets and developing additional business through referrals. 

We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies to consumers and businesses. 

It’s time to put yourself and your clients first. We’re looking to add new advisors to our team who share our passion and values. 

You are... 

• Passionate with a desire to help others and make a positive impact in your community.  
• An Entrepreneurial Spirit and the desire to own a business that provides the ability to integrate your life and business – on your terms.  
• Driven by a sense of purpose, with the knowledge that your work brings value to your clients and are self-motivated to learn and pursue the best possible scenarios for each individual, family, or business you work with. 
• Learner mentality with a desire to continue to grow professionally and with a commitment to continued learning. 

Who we are... 

We can help you be a trusted advisor for your clients. Our “you-first” approach means providing access to objective, flexible products and solutions so your clients can access different investment strategies from a broad universe of investment managers. 

Providing the best for clients means we need to provide our financial advisors with the support, resources, development you need to succeed and grow your book of business. Our financial advisors are entrepreneurs who have the flexibility to grow their business their way. This means having the flexibility and choice to build your business how you envision it while helping your clients grow their wealth. 

What we provide... 

• Tools and technology to help you build scale and capacity to appropriately gather, manager, and service your clients. 
• Objective wealth management solutions 
• Actionable practice management insights 
• Superior service and support 

Be bold. Be uncommon. Be different. Step Forward, with Park Avenue® Wealth Management. 

[AGENCY DISCLOSURES] 

The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. 

Park Avenue® Wealth Management is the marketing name for Park Avenue Securities LLC. Securities products and investment advisory services offered through Park Avenue Securities LLC, a registered broker-dealer and registered investment adviser. Park Avenue Securities is a wholly owned subsidiary of The Guardian Life Insurance Company of America and is located at 10 Hudson Yards, New York, NY 10001. Member FINRA, SIPC. 

8896860.1 (Exp. 4/28)