Wealth Management Specialist
Guardian Life•Phoenix, AZ
408d•$60,000 - $67,500•Remote
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About The Position
The Wealth Management Specialist at Park Avenue Securities plays a crucial role in supporting Field Representatives (FRs) by providing tailored wealth management solutions. This position involves leveraging a deep understanding of accumulation and income distribution products to assist FRs in addressing specific client needs. The specialist will also be responsible for training FRs, analyzing investment portfolios, and driving the growth of the wealth management business within assigned territories.
