About this role
Wealth Management Planning Team Leader at Guardianlife. Location: New York, New York, United States. Role: Lead advisors, Drive growth, Develop client journey Requirements: Leadership role overseeing a wealth management advisory team; 10+ years in wealth management with 5+ years in leadership; CFA/ CFP preferred; Bachelor's degree required. Category: Finance and Accounting Seniority: Senior Level Tools: CRM, Digital planning tools, Financial planning software Certifications: cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English