Wealth Planning Leader: Scale Holistic Advisory Teams

Guardian Life

New York, NY

JOB DETAILS
SALARY
$132,420–$217,545 Per Year
SKILLS
Customer Experience, Customer Relations, Leadership, Team Lead/Manager, Vehicle Driving, Wealth Management
LOCATION
New York, NY
POSTED
1 day ago

Guardian Life is seeking a Planning Team Leader for Guardian Wealth Partners to build and manage a team of advisors. This role focuses on delivering holistic, client-focused advice while ensuring high-quality client experiences through digital and hybrid models.Candidates must have over 10 years in wealth management, with strong leadership skills, understanding of fee-based advisory models, and the ability to drive client outcomes. The position offers a salary between $132,420 and $217,545 based on experience.#J-18808-Ljbffr

About the Company

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Guardian Life