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Wealth Management Planning Team Leader

Guardian Life
Location 📍 United States, United States
Posted 📅 June 15, 2026
Work Type ⏰ Full-time

Position Overview

The Planning Team Leader for Guardian Wealth Partners is a leadership role responsible for building, leading, and scaling a team of advisors within our fee‑based Registered Investment Advisor (RIA). This role owns the client journey for prospects and clients originating from other business lines, ensuring a consistent, high‑quality experience across education, planning, and investment implementation.

This role will lead advisors delivering holistic, goals‑based advice through a combination of fully digital and hybrid engagement models, serving clients across mass affluent, affluent, and high‑net‑worth (HNW) segments. This individual will be accountable for advisor performance, client outcomes, growth, and alignment with the firm’s value proposition.

**Key Responsibilities**

**Sales & Growth Leadership**

+ Lead and develop a team of (centralized/in-house) advisors responsible for converting inbound leads into long‑term advisory relationships
+ Own ...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
United States, United States