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Wealth Planning Team Lead - Hybrid

Job in New York, New York County, New York, 10261, USA
Listing for: Guardian Life
Full Time position
Listed on 2026-06-23
Job specializations:
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 132420 - 217545 USD Yearly USD 132420.00 217545.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Team Lead - Hybrid Growth Experience
Location: New York

Guardian Life seeks a Planning Team Leader for Guardian Wealth Partners in New York. This leadership role involves building and managing a team of advisors, overseeing the client journey, and driving sales strategies across various client segments. The ideal candidate will have over 10 years of experience in wealth management, strong leadership skills, and a commitment to a client-centric approach.

A Bachelor's degree is required, advanced credentials preferred. Salary range: $132,420 - $217,545.
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