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Wealth Planning Team Lead Advisory
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-07-18
Listing for:
Guardian Life
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Guardian Life is seeking a Planning Team Leader for Guardian Wealth Partners to build and scale a high-performing advisor team within a fee-based RIA. The role oversees the client journey from prospect to ongoing advice, delivering holistic, goals-based guidance in a digital-to-hybrid model for mass affluent through HNW clients.
The leader will drive advisor performance, client outcomes, and growth while aligning with the firm’s value proposition and fiduciary standards.
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