207 Empregos para Certified Financial Planner - Brasil

Nossa história começou em 2001, com um pequeno escritório de agentes autônomos de investimentos em Porto Alegre e hoje somos um grande ecossistema de serviços financeiros, mídia e educação.

Chegamos até aqui com a dedicação de equipes talentosas que tiveram garra, determinação, resiliência e, acima de tudo, ambição de fazer o impossível.

• Foco no cliente: Somos obstinados em superar as expectativas dos nossos clientes.
• Sonho grande: Miramos no impossível, acreditamos que ele pode se tornar realidade, e chegamos lá juntos.
• Mente aberta: Nossa abertura para o novo e nossa capacidade de adaptação são o que nos fazem evoluir e melhorar sempre.
• Espírito empreendedor: Construímos o futuro com nossas próprias mãos com o mais alto nível de comprometimento e sentimento de dono.

Se identificou com a nossa cultura? Então embarque nesse foguete!

>> Sobre a oportunidade

Como Financial Advisor , você atuará como banqueiro de famílias afluentes e poderá ter sua carreira de banqueiro acelerada, se especializando como Banker (gestor de grandes fortunas) em um dos segmentos mais sofisticados e complexos do B2C da XP.

Alguns dos desafios que você vai encarar

• Encantar os seus clientes com experiências e o maior grau de qualidade no atendimento;
• Ser referência técnica sobre planejamento financeiro;
• Identificar oportunidades, construir e disseminar melhores práticas de alocações de investimentos;
• Realizar atendimento consultivo para garantir excelência no atendimento e monitorar os indicadores de qualidade;
• Atuar no nível tático e estratégico junto às áreas que impactam direta e indiretamente o cliente final.

Sobre o ambiente de trabalho, é importante você saber que

• Nossa cultura de mente aberta torna o ambiente horizontal para que as decisões sejam tomadas com base em fatos e dados, colocando os interesses dos clientes sempre em primeiro lugar.
• Com espírito empreendedor, cada um de nós protagoniza a sua própria história, então não espere encontrar uma empresa que tome decisões por você.
• Apesar de todos terem autonomia para assumir as rédeas da própria vida, a nossa rotina é intensa por sonharmos grande e amarmos o que fazemos.

>> O que buscamos

Pré-requisitos para candidatura

• Ter disponibilidade para trabalhar presencialmente;
• Vontade de trilhar uma carreira em Private Banking;
• Ter capacidade / vontade de originação de novos clientes (não é necessária carteira prévia, te daremos todo o ferramental para isso);

Diferenciais

• CPA-20 (será obrigatório para iniciar o trabalho)
• Saúde e bem-estar: plano de saúde, plano odontológico, Gympass, Zenklub, VA, VR, New Value, seguro de vida.
• Maternidade e paternidade: auxílio creche para pais e mães, licença maternidade de 6 meses, licença paternidade de 20 dias.
• Só na XP Inc.: assessoria de investimento e acesso a fundos de investimentos exclusivos.

Jornada de trabalho com flexibilidade

Nosso modelo de trabalho varia de acordo com a função: presencial para frentes de negócio e híbrido para as demais equipes. É importante ressaltar que todos os colaboradores precisam morar na localidade da vaga (nossa sede está localizada na cidade de São Paulo e é onde temos o maior número de posições), já que temos atividades que exigem presença física para promover a colaboração e os rituais da nossa cultura. Esses encontros são organizados de acordo com as orientações dos líderes e as particularidades de cada rotina, para que nossos colaboradores possam exercer suas jornadas de trabalho com liberdade e autonomia.

Campos obrigatórios:

• Localização (Cidade) *
• Tipo de arquivo (pdf, doc, docx, txt, rtf)
• Disponibilidade para trabalhar presencialmente? *
• Qual sua cidade de preferência? *
• Estado de residência atual? *
• Grau de escolaridade? *
• Curso atual ou formado? *
• Data de graduação ou previsão? *
• Instituição de ensino? *
• Atividades extracurriculares? *
• Cargo atual? *
• Empresa atual ou última experiência? *
• Certificações? *
• Trabalha como agente autônomo na XP? *
• Conhece alguém na XP? *
• Identidade de gênero? *
• Raça/cor? *
• Orientação sexual? *
• Possui deficiência? *
• Laudo médico com CID? *

Para anexar documentos, utilize os formatos aceitos, e o laudo médico poderá ser apresentado durante o processo seletivo, se não disponível inicialmente.

This job posting is anticipated to remain open for 30 days, from 22-Aug-2025. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We’ll give you the support you need. Our team will be there every step of the way, providing:

• Paid training – Get registered and licensed and learn how to be a financial advisor with the industry’s top training program¹.

• Salary for the first five years as you begin to build your practice²

• A firm-provided branch office in the community

• Branch office support to help lighten the load so you can focus on your clients

• A support network that extends from your branch office to your region to the home office – You’ll work independently, but will have a team of thousands backing you every step of the way.

You can also expect…

• No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in

• A compensation package that includes opportunities for commissions, profit sharing and incentive travel

• The flexibility that you need to balance your personal and professional lives – the best of both worlds

• A culture of continuous improvement and professional development

Key Responsibilities

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).

• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.

• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.

• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.

• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration

² As your new asset compensation and commissions increase over the first five years, salary will decrease

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What characteristics would make you a successful financial advisor?

• An interest in financial services/markets and how they work
• Love of learning and challenges, including determination to succeed
• Skilled in long-term relationship building
• Comfortable in your ability to think critically
• Passion for new opportunities

Can you see yourself…

• Learning to be a financial advisor through our comprehensive training program?
• Delivering personalized investment and financial solutions to your clients?
• Taking ownership of your business’s growth and success?
• Meeting professional and personal objectives as they relate to building your practice?
• Working in and positively impacting your local community?

Skills/Requirements

Candidates should have at least one of the four qualifications bullets listed below:

• A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
• Financial services and/or sales experience
• Financial services registration, licensing, or certification
• Professional and/or military career progression

Licensing:

• SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
• FINRA registrations required within three months. State insurance licenses will be required.
• As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .

Compensation:
We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

For more information regarding compensation please click the link below.

New Financial Advisors Compensation

Supplemental Starting Salary Range $45,000 - $100,000

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final- .pdf .

About our Financial Advisory Services:

We specialize in cross-border transactions between Europe and Latin America, providing expert guidance to international blue-chip companies.

Our team has extensive experience in M&A and strategic advice, ensuring seamless integration of business operations across regions.

To succeed in this role, you will need:

• Extensive knowledge of cross-border transactions and European and Latin American markets
• Strong analytical skills and ability to identify opportunities for growth
• Excellent communication and interpersonal skills

Besides competitive compensation, we offer a dynamic work environment with opportunities for professional growth and development. Our offices are located in key regions, allowing for easy access to clients and markets.

Overview

Legal Counsel - Global Wealth Management at UBS. Join to apply for the Legal Counsel - Global Wealth Management role at UBS.

Are you a lawyer with experience in structured lending and financing transactions? Do you have a strong understanding of legal and regulatory frameworks applicable to the Brazilian financial, banking and capital markets?

• support our Global Lending Unit team with legal advice on structured lending and financing transactions;
• work closely with the Equity Derivatives team on matters involving structured products and financing solutions;
• review and draft lending agreements, guarantee agreements, and other legal documents;
• help ensure compliance with local and international regulations;
• collaborate with internal teams and external counsel to support deal execution;
• experience or familiarity with judicial recovery and bankruptcy procedures is a plus.

Your team You’ll be part of the UBS Legal team in São Paulo, Brazil, supporting the Global Lending Unit. We work closely with business and legal colleagues across regions to deliver practical, high-quality legal advice and ensure regulatory compliance across jurisdictions.

• 3+ years of experience in legal roles related to lending, financing, and guarantees;
• background in finance, banking, or capital markets;
• knowledge of Brazilian financial regulations and cross-border legal matters;
• admitted to the Brazilian Bar Association (OAB);
• fluent in Portuguese and English;
• strong communication and drafting skills.

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your Career Comeback We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

• Not Applicable

• Full-time

• Legal

• Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at UBS by 2x

Note: The subsequent listing for a Senior Legal Manager - Latin America is not part of this role and has been left out to keep this description focused on the Legal Counsel position.

Join to apply for the Wealth Management Agency Operations Specialist role at Guardian Life .

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.

• Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients


• Process new account opening, funding, and annuity purchase requests


• Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions


• Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts


• Act as point of contact for agency operational issues

• College Degree or relevant work experience


• Strong retirement and wealth management knowledge


• Must be able to work independently and as part of a team


• Must have background in the financial services industry in a service, operational, or sales support role


• Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system


• Must be detail oriented and possess excellent time management skills


• Must understand broker dealer systems for account opening, asset movements, and order entry


• Must be proficient with MS Office programs


• Ability to work remotely with access to high-speed internet services

Salary Range: $57,810.00 - $86,715.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

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. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

Location: Remote (work from home) — Full-time

• Entry level

• Full-time

• Finance and Sales

Join to apply for the Wealth Management Agency Operations Specialist role at Guardian Life .

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.

• Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients


• Process new account opening, funding, and annuity purchase requests


• Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions


• Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts


• Act as point of contact for agency operational issues

• College Degree or relevant work experience


• Strong retirement and wealth management knowledge


• Must be able to work independently and as part of a team


• Must have background in the financial services industry in a service, operational, or sales support role


• Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system


• Must be detail oriented and possess excellent time management skills


• Must understand broker dealer systems for account opening, asset movements, and order entry


• Must be proficient with MS Office programs


• Ability to work remotely with access to high-speed internet services

Salary Range: $57,810.00 - $86,715.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

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. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

Location: Remote (work from home) — Full-time

• Entry level

• Full-time

• Finance and Sales

Join to apply for the Wealth Management Agency Operations Specialist role at Guardian Life .

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.

• Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients


• Process new account opening, funding, and annuity purchase requests


• Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions


• Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts


• Act as point of contact for agency operational issues

• College Degree or relevant work experience


• Strong retirement and wealth management knowledge


• Must be able to work independently and as part of a team


• Must have background in the financial services industry in a service, operational, or sales support role


• Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system


• Must be detail oriented and possess excellent time management skills


• Must understand broker dealer systems for account opening, asset movements, and order entry


• Must be proficient with MS Office programs


• Ability to work remotely with access to high-speed internet services

Salary Range: $57,810.00 - $86,715.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

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. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

Location: Remote (work from home) — Full-time

• Entry level

• Full-time

• Finance and Sales

Join to apply for the Wealth Management Agency Operations Specialist role at Guardian Life .

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.

• Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients


• Process new account opening, funding, and annuity purchase requests


• Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions


• Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts


• Act as point of contact for agency operational issues

• College Degree or relevant work experience


• Strong retirement and wealth management knowledge


• Must be able to work independently and as part of a team


• Must have background in the financial services industry in a service, operational, or sales support role


• Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system


• Must be detail oriented and possess excellent time management skills


• Must understand broker dealer systems for account opening, asset movements, and order entry


• Must be proficient with MS Office programs


• Ability to work remotely with access to high-speed internet services

Salary Range: $57,810.00 - $86,715.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

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. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

Location: Remote (work from home) — Full-time

• Entry level

• Full-time

• Finance and Sales

Join to apply for the Wealth Management Agency Operations Specialist role at Guardian Life .

As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management accounts.

• Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients


• Process new account opening, funding, and annuity purchase requests


• Assist with asset movements, like transfers, wires, checks, journals, and setting up standing ACH instructions


• Monitor an agency’s book of business through management of the firm’s work basket and proactive alerts


• Act as point of contact for agency operational issues

• College Degree or relevant work experience


• Strong retirement and wealth management knowledge


• Must be able to work independently and as part of a team


• Must have background in the financial services industry in a service, operational, or sales support role


• Experience with Pershing’s NetX360, Wove performance reporting, and Envestnet Portfolio Management system


• Must be detail oriented and possess excellent time management skills


• Must understand broker dealer systems for account opening, asset movements, and order entry


• Must be proficient with MS Office programs


• Ability to work remotely with access to high-speed internet services

Salary Range: $57,810.00 - $86,715.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

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. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact

Location: Remote (work from home) — Full-time

• Entry level

• Full-time

• Finance and Sales