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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.
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 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 assistance
College planning
Tuition reimbursement
Student loan assistance
Commuter benefits in select metropolitan areas
Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
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 the 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 .
Last updated : 2024-05-22
Full Time
Insurance
$47k-61k (estimate)
05/23/2024
08/19/2024
theproducersgroup.info
Tarrytown, NY
<25
Insurance
The job skills required for Internal wholesaler include Presentation, Planning, Flexibility, etc. Having related job skills and expertise will give you an advantage when applying to be an Internal wholesaler. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Internal wholesaler. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Internal wholesaler positions, which can be used as a reference in future career path planning. As an Internal wholesaler, it can be promoted into senior positions as a Sales Manager - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Internal wholesaler. You can explore the career advancement for an Internal wholesaler below and select your interested title to get hiring information.