Managing Associate​/Financial Advisor

The Role

This is a Financial Advisor or Managing Associate opportunity with flexibility in scope. Your primary focus is growing your own practice. For advisors who enjoy mentoring and collaboration, there is also the opportunity to work with newer advisors through joint work, training, and development, without stepping into a traditional management role.

• Build and manage long-term client relationships and your own book of business
• Design personalized financial strategies aligned with client goals
• Analyze financial information and recommend appropriate solutions
• Communicate complex concepts in a clear, practical way
• Prospect and manage your practice with a business-owner mindset
• Participate in mentoring, joint work, and advisor development, if desired

• 3+ years of experience as a Financial Advisor
• Strong client relationship and sales skills
• Interest in collaboration and professional growth
• For those interested in leadership, a desire to coach and develop others
• Organized, self-directed, and accountable

• Life & Health license required
• FINRA SIE, 7, and 66 or willingness to obtain

We are built for advisors who want to do great work and grow with intention.

• Flexibility to design your path forward
• Strong Guardian platform, resources, and support
• Local leadership and a collaborative culture
• Clear processes, real support, and high standards
• Opportunity to grow as an advisor and as a leader
• Health, dental, and vision insurance
• 401(k) with company match
• Group life and disability insurance
• Renewals
• Leadership and advancement opportunities

If you are an experienced advisor who wants a platform that supports both independence and growth, please apply!