Wealth Management Planning Team Leader

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.

Requirements

• 10+ years of experience in wealth management, advisory sales, or financial planning, with at least 5 years 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
• Proven ability to scale sales organizations using digital and hybrid engagement models
• Strong working knowledge of RIA regulatory and fiduciary standards

Benefits

• Health insurance
• Retirement plan
• Paid time off
• Generous parental leave
• Tuition reimbursement