About this role

Guardianlife is seeking a Jr. Advisory Specialist to join Park Avenue Securities in New York. This role supports wealth management needs by providing advisory product solutions to financial representatives and their clients. You will analyze portfolios, develop investment strategies, and act as a subject matter expert on wealth management products.

What we are looking for

6

Provide individual FRs Advisory Product solutions
Analyze investment portfolios and develop investment strategy proposals
Act as a subject matter expert on wealth management products
Conduct consultative and educational sales calls and presentations
Support case design and proposal
Drive results and sales growth

Work authorization

No visa sponsorship is available.