13 дней назад
Jr. Advisory Specialist (Wealth Management)
70 930 - 106 390$
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Jr. Advisory Specialist (Wealth Management): Supporting financial representatives with advisory product solutions, portfolio analysis, investment strategy proposals, case design, and product education with an accent on wealth management products, advisory platforms, and consultative sales. Focus on developing investment proposals, delivering advisor presentations, identifying sales opportunities, and supporting growth across assigned territories.
Location: New York, United States
Salary: $70,930–$106,390 annually, plus potential incentive compensation.
Company
provides insurance, wealth management, and financial services solutions through Park Avenue Securities.
What you will do
- Provide advisory product solutions, case design, proposals, product education, and go-to-market support for Field Representatives.
- Analyze investment portfolios and develop investment strategy proposals based on client situations.
- Explain investment products, portfolio strategies, financial planning concepts, and wealth management solutions.
- Conduct consultative and educational sales calls and presentations for registered representatives.
- Identify sales opportunities, document Field interactions in CRM, and support communications, campaigns, and growth plans.
- Deliver competitive intelligence, pricing, point-of-sale support, and strategic partnership assistance to Advisory Specialists.
Requirements
- 1–3 years of experience in the financial services industry.
- Series 7 and Series 63/65 or 66 licenses required.
- Knowledge of wealth management, broker-dealer products, advisory platforms, mutual funds, annuities, stocks, bonds, ETFs, and 401(k) products.
- Strong advisor management, consultative, organizational, communication, phone-based, and relationship-building skills.
- Working knowledge of leading money managers and proficiency with MS Office, Zoom or Teams, proposal software, and CRM tools.
- Must be legally authorized to work in the United States without current or future employer sponsorship.
Nice to have
- Knowledge of GIAC Fixed Annuities, NetX360, Envestnet, Salesforce or SmartOffice, Albridge, and Morningstar.
- CFP or AIF designation.
- Experience in sales desk, internal wholesaling, financial retail sales, field training, or group presentations.
- Life and Health insurance licenses.
Culture & Benefits
- Support for professional and personal goals through skill-building and leadership development.
- Philanthropic opportunities and an inclusive environment with diverse colleagues.
- Contemporary benefits and resources for eligible full-time employees.
- Guardian may use AI tools for preliminary application screening, with an option to request an alternative process.
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