• Internal Wholesaler - High Net Worth Specialist

    Guardian Life (Bethlehem, PA)
    …in areas such as private markets, structured investments , alternative investments , philanthropy, lending, and investment management. + Partner with FRs ... contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off… more
    Guardian Life (05/22/24)
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  • Wealth Management Specialist

    Guardian Life (New York, NY)
    investment portfolios, develop investment strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning ... contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off… more
    Guardian Life (05/03/24)
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  • Broker-Dealer Operations Specialist

    Guardian Life (Holmdel, NJ)
    …contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off ... effectively communicate those to our IARs. The Operations Sr Consultant will also oversee all fee-based billing functions to...as point of contact for customer inquiries from our Investment Advisers, 3rd Party sponsors, and other internal Guardian… more
    Guardian Life (06/05/24)
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  • PT Contract Recruiter - Professional Programs (May…

    Sponsors for Educational Opportunity (SEO) (New York, NY)
    …senior-level talent. + A background or experience in sourcing or recruiting financial services professionals. Working knowledge of Alternative Investments and/or ... for the organization. This position will serve as the primary talent acquisition consultant for our professional programs client group. They will be tasked with… more
    Sponsors for Educational Opportunity (SEO) (06/01/24)
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  • Process Optimization and Improvement Lead

    Guardian Life (New York, NY)
    …contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off ... state documentation and opportunity identification through change and return on investment evaluation. + Ability to document and present conceptual views depicting… more
    Guardian Life (06/14/24)
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  • Head of Artificial Intelligence & Automation…

    Guardian Life (New York, NY)
    …contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off ... Automation Transformation or AI Strategist is accountable for catalyzing Guardian's investment in AI and automation by building the enterprise strategy, identifying… more
    Guardian Life (05/01/24)
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