Wealth Management Experienced Advisor

🔥 22 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

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Logo of Guardian Life

Guardian Life

5001 - 10000 employees

Founded 1860

🏥 Healthcare

💼 Consulting

🍽️ Food & Beverage

💰 Non Equity Assistance on 2016-08

Healthcare • Consulting • Food & Beverage

Guardian Life is a comprehensive insurance provider offering a wide range of insurance products and services. Founded 160 years ago, the company has grown to serve over 12 million people daily. Guardian Life specializes in various insurance plans, including life, disability, dental, vision, accident, critical illness, and hospital indemnity insurance. The company also provides workforce solutions such as group benefits, absence management, paid leave, and benefits technology. Furthermore, Guardian Life offers investment services, annuities, and retirement plans, supported by financial professionals. The firm is committed to social responsibility, equity, and inclusion, partnering with organizations to foster well-being and financial health. With a strong network and deep industry experience, Guardian Life continues to be a reliable partner in protecting individuals and families while preparing them for the future.

📋 Description

• Source experienced Financial Representatives and experienced wealth management recruits for firms across the country using various sourcing tools and strategies • Travel across the country to meet Experienced Advisor recruits and partner with field leaders on recruiting strategies • Travel to various markets to execute warm sourcing strategies, including thought leadership events and networking • Collaborate with business partners on recruiting programs and offerings • Deploy education programs and facilitate recruiting upskill meetings and workshops • Partner and collaborate with internal and external partners as an Experienced Financial Services recruiting expert • Collaborate on recruitment content creation and go-to-market strategies • Brainstorm innovative ways to attract Experienced Financial Services Representatives to Guardian Network firms • Collaborate with various business teams on projects, programs, and strategies

🎯 Requirements

• 5+ years’ experience successfully recruiting Experienced Financial Service Representatives • Established program development and management experience • Demonstrated strong communication and presentation skills • Bachelor's Degree or equivalent professional experience • Proven ability to build relationships with key stakeholders and engage them collaboratively • Ability to handle multiple projects at a time • Curiosity to engage in a variety of projects as opportunity arises • Demonstrated Microsoft Office skills to track and provide reporting • Proven success recruiting Experienced Advisors with holistic and wealth management practices • Experience recruiting successful experienced advisors from various broker-dealers • Ability to manage multiple tasks • Strong communication and facilitation skills • Ability to support and deliver live and virtual training events • Legally authorized to work in the United States without current or future employer sponsorship

🏖️ Benefits

• Support and flexibility to achieve professional and personal goals • Skill-building opportunities • Leadership development opportunities • Philanthropic opportunities • Contemporary, supportive, flexible, and inclusive benefits and resources • Benefits for full-time eligible employees

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