Jr. Advisory Specialist
About the role
Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and diversify their practices, clients, and income streams.
Responsibilities
- Provide individual Field Representatives (FRs) Advisory Product solutions to specific client situations leveraging their understanding of the available On Platform products or TAMP solutions that are available via Park Avenue Securities.
- Collaborate with Senior and Advisory Specialists to support the overall growth of the Advisory business in the agencies within their assigned territory.
- Analyze investment portfolios, develop investment strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge.
- Deliver case design, strategy, competitive intelligence, pricing, and point-of-sale as needed to Senior and Advisory Specialists.
- Proactively support driving growth of Advisory related PAS strategic partnerships including Investment Specialists.
Requirements
- Strong advisor management skills.
- Able to support case design and proposal.
- Desire to drive results and sales growth.
- Broad-based industry and product knowledge.
- Strong consultative skills.
- Excellent organizational skills.
Qualifications
- 1-3 years overall experience (including above) within the financial services industry.
- Series 7 required.
- Series 63/65 or 66; required.
- Thorough knowledge of Wealth Management business.
- Working knowledge of industry leading Money Managers (Blackrock, Fidelity, etc.).
- Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds, Variable Annuities, Fixed and Index Annuities, Stocks, Bonds, ETFs, 401k, etc.
- Strong tech-skills including; MS Office, Zoom and/or Teams, Co-Pilot, proposal software, CRM, etc.
- Good phone-based skills, articulate, polite, confident, able to establish relationships with the Field.
Skills
- GIAC Fixed Annuities knowledge.
- Netx360, Envestnet, Salesforce/SmartOffice, Albridge, and Morningstar, a plus.
- Professional designations such as CFP; AIF preferred.
- Sales Desk and/or Internal wholesaling or financial retail sales a plus (in Wealth Management).
- Experience in field training and presenting to small/large groups via Zoom/Teams a plus.
- Life/Health insurance Licenses; preferred.
Benefits
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 salary, this role may also be eligible for annual, sales, or other incentive compensation.
Pay
$59,110.00 - $88,660.00
Schedule
N/A