Jr. Advisory Specialist
About The Position
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. The Jr. Advisory Specialist is an integral part of Park Avenue Securities. Reporting to the Head of Wealth Specialists, who in turn reports to the Head of Business Development, you will provide individual 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. You are Self-motivated and can adapt to a fast moving and dynamic environment with the ability to communicate effectively. Able to handle several responsibilities, multiple phone calls , emails and advisor interactions, yet be able to identify and focus on the most valued added use of time. Someone who can take ownership of daily activities, balance reactive with proactive to maximize contribution. Someone who embraces change, technology enhancements, new capabilities added to Park Avenue Securities. Is able to collaborate in a team environment. You will Be responsible for product questions/solutioning, introduction of new products, case design, proposals, delivery of product education, and execution of Go-To-Market strategies. Work closely with the Sr Advisory Specialists and Advisory Specialists to support their efforts, focusing on 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. With overall Business Development team to implement and execute communications, campaigns, and growth plans within sales territory. Help identify and communicate sales opportunities to registered reps. Act as a subject matter expert on wealth management products. Conduct consultative and educational sales calls and presentations to registered reps. Document Field interactions in wholesaler CRM. Deliver case design, strategy, competitive intelligence, pricing, and point-of-sale as needed to Sr. Advisory and Advisory Specialists. Proactively support driving growth of Advisory related PAS strategic partnerships including Investment Specialists.
Requirements
- 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.
Nice To Haves
- 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.
Responsibilities
- Be responsible for product questions/solutioning, introduction of new products, case design, proposals, delivery of product education, and execution of Go-To-Market strategies.
- Work closely with the Sr Advisory Specialists and Advisory Specialists to support their efforts, focusing on 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.
- With overall Business Development team to implement and execute communications, campaigns, and growth plans within sales territory.
- Help identify and communicate sales opportunities to registered reps.
- Act as a subject matter expert on wealth management products.
- Conduct consultative and educational sales calls and presentations to registered reps.
- Document Field interactions in wholesaler CRM.
- Deliver case design, strategy, competitive intelligence, pricing, and point-of-sale as needed to Sr. Advisory and Advisory Specialists.
- Proactively support driving growth of Advisory related PAS strategic partnerships including Investment Specialists.
Benefits
- Support and flexibility to achieve professional and personal goals.
- Skill-building, leadership development and philanthropic opportunities.
- Opportunities to build communities and grow your career.
- Diverse colleagues with high ethical standards.
- Contemporary, supportive, flexible, and inclusive benefits and resources.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
