Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Guardian Wealth Partners (GWP) is seeking a strategic Planning Team Leader to build, lead, and scale a high-performing advisor team within Guardian’s fee-based Registered Investment Advisor platform. This role is crucial for overseeing the GWP Planning team, client delivery, and developing the client acquisition go-to-market strategy for GWP. The individual will own the end-to-end acquisition, growth, and retention strategy for prospects and clients originating from other Guardian business lines, focusing on converting opportunities, delivering a differentiated client experience, and building scalable servicing models.

Responsibilities

Lead and develop a team of advisors responsible for converting inbound leads into long-term advisory relationships.
Define and execute the client acquisition go-to-market strategy for Guardian Wealth Partners.
Develop segmented servicing models that align client needs with the appropriate engagement model.
Drive growth across subscription-based planning, fee-based financial planning, and fee-based investment management offerings.
Establish the operating rhythm, metrics, and feedback loops to evaluate go-to-market effectiveness.
Partner with senior leaders across Distribution, Wealth Management, Product, Marketing, Operations, and Compliance.
Design and oversee the servicing and retention strategy for Guardian Wealth Partners clients.
Ensure a consistent client experience across digital planning tools, fully digital workflows, and hybrid advisor-led engagements.
Champion a client-centric, education-driven approach to build trust and long-term partnerships.
Ensure advice delivery aligns with fiduciary standards and the firm’s holistic planning philosophy.
Establish proactive client engagement standards.
Monitor client experience and retention indicators for continuous improvement.
Collaborate with Group Distribution and Field Leaders to identify market opportunities and improve handoff processes.
Create mechanisms for ongoing feedback between Guardian Wealth Partners advisors, Group Distribution, and Field partners.
Recruit, onboard, coach, and develop a high-performing team of advisors.
Set clear performance expectations, sales goals, and activity metrics.
Develop a system to track performance/activity metrics and goals for coaching and reporting.
Foster a strong sales and advice culture focused on collaboration, professionalism, and continuous improvement.
Support advisors through training and coaching in building consultative skills.

Requirements

Series 65/66
Bachelor’s degree
10+ years of experience in wealth management, advisory sales, or financial planning
At least 5 years of experience in a leadership role
Deep understanding of fee-based advisory models, holistic financial planning, and investment management
Experience leading advisor teams across multiple client segments, including affluent and HNW
Demonstrated experience developing and executing client acquisition, go-to-market, or distribution partnership strategies
Proven ability to scale sales organizations using digital and hybrid engagement models
Strong working knowledge of RIA regulatory and fiduciary standards
Proven ability to build and scale servicing and retention models
Experience partnering with field distribution, sales leadership, or enterprise channels
Strong strategic orientation with the ability to translate business objectives into clear operating plans, performance metrics, advisor routines, and client experience improvements.
Must be legally authorized to work in the United States, without the need for employer sponsorship/support now or in the future.

Skills

Sales Leadership
Team Development
Go-to-Market Strategy
Client Acquisition
Client Segmentation
Channel Prioritization
Referral Source Development
Advisor Coverage Models
Conversion Strategies
Servicing Models
Digital Engagement
Hybrid Engagement
Financial Planning
Investment Management
Operating Rhythm
Metrics and Feedback Loops
Client Journey Management
Client Experience
Retention Strategy
Fiduciary Standards
Holistic Planning Philosophy
Proactive Client Engagement
Service Escalation Protocols
Continuous Improvement
Collaboration
Consultative Skills

Location

United States

Work Type

Full-time

Experience Level

Leadership role (5+ years)
10+ years of experience in wealth management, advisory sales, or financial planning

Education Level

Bachelor’s degree
Advanced degree and/or CFP®, CFA®, or similar credentials preferred

Salary/Compensations

$132,420.00 - $217,545.00
In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Benefits

Support and flexibility to achieve professional and personal goals
Skill-building opportunities
Leadership development opportunities
Philanthropic opportunities
Opportunities to build communities
Contemporary, supportive, flexible, and inclusive benefits and resources
Benefits apply to full-time eligible employees.

About the Company

Guardian Wealth Partners (GWP) is part of Guardian Life.
At Guardian, we are committed to inspiring well-being.
We are a company with diverse colleagues with high ethical standards.

Equal Opportunity

Guardian is an equal opportunity employer.
All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship.
Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas.