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Wealth Planning Leader: Scale Holistic Advisory Teams
Job in
Orem, Utah County, Utah, 84057, USA
Listed on 2026-06-13
Listing for:
Guardian Life
Full Time
position Listed on 2026-06-13
Job specializations:
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Guardian Life is seeking a Planning Team Leader for Guardian Wealth Partners to build and manage a team of advisors. This role focuses on delivering holistic, client-focused advice while ensuring high-quality client experiences through digital and hybrid models.
Candidates must have over 10 years in wealth management, with strong leadership skills, understanding of fee-based advisory models, and the ability to drive client outcomes. The position offers a salary between $132,420 and $217,545 based on experience.
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