What are the responsibilities and job description for the Wealth Builder Specialist position at Wealth Strategies?
**Company Overview**
Wealth Strategies is a member of The Guardian Network, authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY, and its subsidiaries. We are a network of preferred providers offering innovative financial solutions to individuals and businesses.
As a Financial Representative, you will be part of a dynamic team focused on delivering exceptional client service and building lasting relationships. Our approach emphasizes long-term results, leveraging technology and relationship management to drive success.
**Job Description**
This role involves working with clients to understand their financial goals, concerns, and current situation. You will maintain ongoing relationships, providing guidance and support to help clients achieve their objectives. Developing and implementing customized financial strategies requires expertise in a range of financial products and services.
**Key Skills and Qualifications**
- A strong desire to help others achieve their financial goals and build lasting relationships
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
- Able to work independently and as part of a team, with a strong commitment to customer satisfaction
**Benefits Package**
- A defined benefit plan, 401(k) with match, and Roth options
- Health and dental insurance, as well as other benefits to support your well-being
- Leadership development opportunities, including tuition reimbursement and continuing education
**Additional Information**
Wealth Strategies is an agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.
