51 sales advisor jobs found

Job Description Role Summary Guardian Life is seeking a Senior AI Transformation Lead to drive execution of high-impact AI initiatives across the Financial Protection, Retirement Solutions (FPRS) and Client Wealth Management (CSWM) businesses. This individual will own end-to-end delivery of AI-enabled products focused on our highest-value processes—such as underwriting, claims and servicing, advisor productivity, and operations automation—to accelerate growth, improve efficiency, and enhance customer experience. Unlike traditional product roles, this position sits at the intersection of business strategy, product management, and AI execution. You will translate enterprise AI strategy into tangible solutions, partnering closely with data science, technology, and business teams to move from opportunity → use case → production deployment at speed.  Success in this role requires operating with urgency, navigating ambiguity, and delivering measurable...

Position Title Investment Advisory Associate   Location New York, NY 10018   Job Summary The Investment Advisory Associate works along with the Investment Group Director servicing the needs of brokerage clients. Assists with client on boarding and customer service. Enters trades on clients behalf.   Job Responsibilities: JOB RESPONSIBILITIES Support the Investment Group Director with broker-dealer, registered investment advisor and insurance business. Complete sales and required route documents for processing/updating accounts, takes appropriate action when a debit occurs, track transfer of client assets. Assure activity/account processing is in compliance with pertinent laws and regulations. Ensures federal, state, insurance licenses are monitored/up to date. Follow up on routine client correspondence and phone inquiries. Maintains accurate and current customer records and branch files such as marketing, correspondence, etc. Review all documentation in light...

As a Pharmacy Senior Director, you will contribute to new strategic and innovative directions for our pharmacy business while leading large, highly visible client engagements. You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of pharmacy and broader health care delivery in North America. You will grow our solutions portfolio with a focus on driving client value and revenue.  The ideal candidate brings influence and strategic thinking to address unique client needs in the pharmacy space and to more broadly evolve our practice.  You will collaborate with a strong team of highly experienced consultants within the pharmacy practice as well as engage in cross functional activities with other health and benefits colleagues and subject matter experts who together deliver unparalleled value to our clients and the broader pharmacy community.  A pharmacist degree and license in good standing...

2027 Guardian Summer Intern, Client Solutions and Wealth Management Our 2027 Summer Internship Program is a paid 10-week learning experience where you will be immersed in the daily environment of a thriving global financial services company. You will gain invaluable industry and organizational knowledge through daily business interactions and job assignments, in addition to engaging in projects that directly affect our business, interact with senior leaders in conversational settings, and network with employees and interns across our offices. This 10-week internship provides you with realistic experiences and information of what it is like to work at Guardian.   You will be assigned to one of the following domains: Client Solutions, Wealth Management, Distribution, Principal Owner Development, or Business Transformation.   Internship Dates: The internship program will run from Thursday, May 27, 2027- Friday, August 6, 2027 .   We review applications on a rolling...

Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and diversify their practices, clients, and income streams. The Jr. Advisory Specialist is an integral part of Park Avenue Securities. Reporting to the Head of Wealth Specialists, who in turn reports to the Head of Business Development, you will provide individual FRs Advisory Product solutions to specific client situations leveraging their understanding of the available On Platform products or TAMP solutions that are available via Park Avenue Securities. You are Self-motivated and can adapt to a fast moving and dynamic environment with the ability to communicate effectively. Able to handle several responsibilities, multiple phone calls...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Senior Underwriter - UW08BA We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Hartford is seeking a highly skilled P&C Middle Market Underwriter, who is responsible for the following: Manages and Underwrites a Middle Market book of business Analyzes agency book on quarter-to-quarter basis for potential action Expertly applies all applicable Underwriting guidelines when making decisions Capable of underwriting highly complex business and will require limited support from senior underwriters and infrequent referral activity to complete quotes Has thorough knowledge of applicable laws, regulations and governance Agency Management which includes creating, driving and execution of strategies for new and/or...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. #LI-MM1 Job Description Summary Responsible for providing leadership and strategic direction for the Commercial Surety business, driving underwriting excellence, profitable growth, portfolio performance, and market competitiveness. Serves as the senior underwriting executive accountable for establishing and executing underwriting strategy, risk appetite, product direction, and distribution objectives across the business. Leads a geographically dispersed...

The Solution Advisor (SA) is an exciting, client-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will position, sell, and lead opportunities across all our integrated and global solutions in the Health, Wealth and Career (HWC) segment, helping clients define and solve complex issues.  This role will have strong internal connections and interactions with: Lead Relationship Managers (LRMs), HWC business sellers, and IGS Regional and Solution Leaders. The Role Sales (55%)​ Annual sales goals: USD 4.0M annually (new business)​ Build a pipeline for integrated and/or global solutions, including supporting IGS solution and geography leaders in overall go-to-market strategy​ Generate new business and revenue for all HWC lines, with an emphasis on selling integrated solutions (solutions that require combining the capabilities of two or more of our HWC businesses) – both single country and multi...

Sr Consultant Risk Engineering - KR08DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              At The Hartford, our Risk Services organization exists to help people and businesses thrive by working directly with customers to assess risk, improve resilience, and deliver practical risk mitigation solutions that make a measurable difference. We partner with customers throughout their lifecycle to identify exposures, reduce losses, and strengthen operational performance—combining consultative expertise, technology enabled risk solutions, and data driven insights to improve outcomes before and after a loss. By integrating risk assessment, prevention, and recovery with the broader insurance experience, we help customers protect what...

As the Head of Group Benefits Business Risk & Resiliency, you will execute the Risk & Resiliency frameworks for Group Benefits (GB), Guardian’s B2B line of business. You will manage the operational risk profile for GB, aggregating risk across domains (Technology, Cyber, Data, Model, Compliance, Third Party, etc) and ensuring alignment to Guardian’s risk appetite and tolerance. You will enable informed business decision‑making by providing oversight, independent challenge, and proactive risk insights, supported by risk domain experts within Enterprise Risk Management (ERM). You will Act as a trusted advisor to GB Leadership to drive the Risk & Resiliency program according to Guardian standards, in part by facilitating Risk Working Groups on a regular cadence for transparency and accountability. Escalate topics to the appropriate risk committees as warranted. Assess key risks at the Line of Business and process level and ensure visibility into key risk action items...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Are you energized by solving complex problems and partnering closely with advisors to bring sophisticated wealth strategies to life? As a Wealth Operations & Complex Case Support Specialist, you will provide high‑touch, end‑to‑end implementation support for large, complex, and multi‑product wealth cases once a client has decided to move forward. This role partners directly with advisors, particularly those without dedicated operations infrastructure to guide them through systems, documentation, and execution complexity. You are A strong execution partner who thrives in complexity and ambiguity and enjoys working directly with advisors and internal teams to drive outcomes. You are known for your ability to translate complicated operational requirements into clear, actionable next steps, and you take pride in seeing sophisticated cases through from post ‑ sale to completion. You are comfortable operating without a script, proactively identifying risks, clarifying...

The Manager of our Trade Operations is responsible for leading the firm's order acceptance, execution and reporting functions across both the Broker-Dealer (BD) and Registered Investment Advisor (RIA) businesses. This role oversees critical trading functions including order acceptance, order allocations, best execution, order rules management, regulatory reporting, margin oversight, and trade corrections. The position also leads team governance initiatives, partnering closely with Compliance, Technology, custodial partners, and business stakeholders to drive operational excellence, risk management, and an exceptional advisor and client experience. You will Primary responsibility is the management of a team accepting securities orders, and questions regarding securities orders, from financial advisors and clients. Actively monitoring the team for adherence to our service level agreements and procedures. Responsible for managing the firm’s implementation of the order...

Role Summary Guardian Life is seeking a Senior AI Transformation Lead to drive execution of high-impact AI initiatives across the Financial Protection, Retirement Solutions (FPRS) and Client Wealth Management (CSWM) businesses. This individual will own end-to-end delivery of AI-enabled products focused on our highest-value processes—such as underwriting, claims and servicing, advisor productivity, and operations automation—to accelerate growth, improve efficiency, and enhance customer experience. Unlike traditional product roles, this position sits at the intersection of business strategy, product management, and AI execution. You will translate enterprise AI strategy into tangible solutions, partnering closely with data science, technology, and business teams to move from opportunity → use case → production deployment at speed.  Success in this role requires operating with urgency, navigating ambiguity, and delivering measurable outcomes in an environment that blends...

Company Overview:   Every day, Guardian gives 27 million people the security they deserve through our insurance and wealth management products and services. Since our founding in 1860, our long-term view has helped our customers prepare for whatever life brings whether starting a family, planning for the future, or taking care of employees. Today we’re a Fortune 250 company and a leading provider of life, disability and other benefits for individuals, at the workplace and through government sponsored programs. Do you have the desire to be part of a collaborative & innovative technology group? Is a culture where “People Count” and “We do the Right Thing” and “We Hold Ourselves to Very High Standards” important to you?  Digital & Technology at Guardian: Digital & Technology (D&T) drives Guardian’s innovation agenda and operational excellence. As a key enabler of Guardian’s Journey to ’30, D&T leverages technology, data, AI, and modern engineering...

Guardian is seeking a High Net Worth (HNW) Consultant to help grow advisor and firm engagement across the High Net Worth platform. In this individual contributor sales role, you will partner with Wealth Management Consultants and internal teams to identify opportunities, support complex cases, and convert advisor interest into funded assets and measurable product adoption. You will translate complex strategies across managed accounts, alternative investments, structured notes, and lending into clear advisor- and client-ready sales narratives. This is an opportunity to combine consultative selling, strong relationship management, and disciplined pipeline execution to accelerate growth across assigned territories. You are A consultative, advisor-facing sales professional who can build trust quickly, simplify complex solutions, and move opportunities from discovery to execution. You are comfortable engaging advisors and firms through both targeted campaigns and proactive...

The Planning Team Leader for Guardian Wealth Partners (GWP) is a strategic leadership role responsible for building, leading, and scaling a high-performing advisor team within Guardian’s fee-based Registered Investment Advisor platform. In addition to overseeing the GWP Planning team and client delivery, this leader will play a critical role in developing and executing the client acquisition go-to-market strategy for Guardian Wealth Partners, including target client segments, referral pathways, distribution partnerships, and scalable engagement models. This individual will own the end-to-end acquisition, growth and retention strategy for prospects and clients originating from other Guardian business lines, with accountability for converting qualified opportunities into long-term advisory relationships, delivering differentiated client experience, and building servicing models that support retention, and deeper engagement. The role will partner closely with Group Distribution and...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as an Executive Recruiter.      The Executive Recruiter serves as a strategic talent advisor responsible for identifying, attracting, assessing, and engaging executive talent across the enterprise. This individual will partner closely with senior business leaders, HR Business Partners, and Talent Acquisition leadership to drive executive hiring outcomes while helping build a world-class internal Executive Search function. This role extends beyond search execution. The Executive Recruiter will develop deep expertise in supported business lines, cultivate executive talent pipelines, provide market intelligence, and build trusted relationships with stakeholders at all levels of the organization. The successful candidate will be able to manage multiple executive searches...

Guided by our company Purpose of “Inspiring well-being for our colleagues, consumers, and communities,” we are committed to building a best-in-class Law Department. We drive a high-performance culture across our Legal, Compliance, and Government Affairs functions, aligned to “what” we deliver (i.e., our goals and objectives) and “how” we demonstrate our values and behaviors while focusing on the customer. We do this through leveraging a series of core capabilities, which includes accountability, interpersonal effectiveness, ability to demonstrate business savvy, being a subject matter expert, all while supporting the Law Department’s Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian’s purpose, priorities, and values. Do you want to be part of a collaborative Legal Team? This role will support the day-to-day operations of Guardian’s Client Solutions & Wealth Management (“CSWM”) Practice in the Law Department. You will play a...