About this role
Jr. Advisory Specialist at Guardianlife. Location: United States or New York. Role: providing solutions, analyzing portfolios, designing proposals Requirements: Series 7 and Series 63/65 or 66 required,1-3 years financial services experience,wealth management/product knowledge,advisor management and consultative skills,strong communication and tech skills. Category: Finance Seniority: Entry Level Tools: Microsoft Office, Zoom, Teams, Co-Pilot, CRM, Netx360, Envestnet, Salesforce, SmartOffice, Albridge, Morningstar Certifications: series 7, series 63, series 65, series 66, cfp, aif Commitment: Full Time Workplace: Remote Languages: English