Wealth Management Representative

Company: Rethink Wealth
Location: Garland
Posted on: March 28, 2020

Job Description:

OverviewThe Wealth Management Representative (WMR) role is an Investment-related sales position that is expected to progress into the Insurance Business. The WMR complements our Agency business model. The WMR will report to the Guardian/Park Avenue Securities headquarters in New York but will be located in or near any of our established general agencies nationwide.CORE PRINCIPLESFamily First FirmWe are proud and protective of our family atmosphere. When you join our firm as a member or as a client, you join our family. Your success is our success, and protecting the people you love is our first priority.People Are AssetsOur success comes from a culture that supports the whole person; not only their business or financial success, but also their personal success. As such, we encourage our members to chase their passions and purposes.Create More Value than You ConsumeWe understand that value is measured by the consumer, and strive to maximize that value by developing community leaders within our organization. Creating more value for our clients and community is what drives us.Win By Not LosingWe equip our clients with the knowledge to win the highest stake game of their lives. Using an education-based process, we teach clients to protect themselves first, maximize savings, and eliminate unnecessary risks.World-Class PlanningWe utilize a team model to co-create optimal strategies and a world-class experience for our clients. Our team of experts rely on indisputable math and contract law to find money for our clients, without compromising their lifestyles.?Primary Responsibilities-- Grow, develop, and retain book of high net worth, complex investors by identifying value-added products and services for clients, identifying and acquiring client assets held outside of Guardian/Park Avenue Securities, and developing additional business through referrals.-- Drive loyalty share of wallet, and referrals from existing customers to cultivate outside acquisition opportunities.-- Analyze and plan broad investment strategy for wealth management customers with ongoing and consistent revision of account objectives to meet client needs-- Build meaningful relationships with clients to proactively manage their changing situations through life stages and generational wealth transfer.-- Provide thoughtful, relevant, and timely communications to entire book of clients.-- Partner/coordinate across team of financial planning associates, insurance representatives, and service support staff.-- Demonstrated commitment to compliance with all regulatory requirements.-- Elevate the Guardian/Park Avenue Securities brand and wealth management offering in the competitive market set.QualificationsMinimum 3-5 years of sales experience with high net worth clients in the financial sales industry.-- Strong track record in generating sales and meeting production requirements-- Broad background of advisory, client management and sales experience providing complex financial planning services for high net worth and affluent clients-- Superior interpersonal skills and face-to-face relationship-building abilities-- Demonstrated experience in understanding client's financial situations and personal circumstances-- Demonstrated ability to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business-- Competent computing skills with the Microsoft Office suite and other systems, e.g., NetX360-- No more than two broker-dealers in the last 10 years-- Existing Series 7, 66 (or 63 and 65) and appropriate state life insurance licenses-- Bachelors Degree strongly preferred-- Certified Financial Planner (CFP) designation preferredAbout GuardianA mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit www.GuardianLife.com.About Park Avenue Securities LLCChoosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier - when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you're able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You're also in a prime position to enter new markets you hadn't before considered.As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success.Park Avenue Securities is a member of FINRA and SIPC. Learn more at: http://www.parkavenuesecurities.com2019-83688 Exp 08/2021

Keywords: Rethink Wealth, Garland , Wealth Management Representative, Executive , Garland, Texas