Website Certified Financial Services

Director of Wealth Management

Do you feel you have what it takes to be a superstar in the Wealth Management arena, but have not found that one opportunity that can finally provide you with your real value?  How about that position where you finally reach your true potential, not just a salary?  You may be who I’m looking for!  My practice is geared towards working with healthcare professionals specifically.  There is consistent activity with current clients, plus new prospects and referrals.  My team and I provide our clientele with the full scope of wealth management: Equities, Retirement, Pensions and Group Benefits for businesses, Insurance, Personal and Business Solutions.

My ideal candidate will run point with my Wealth Management department.  You would have consistent activity to solicit, advise and place an abundance of financial/equity products and plans with hundreds of current clients. While you help expand their overall strategies, you would also have the opportunity to take advantage of the lucrative insurance aspect of my practice as well.

Ideal Candidate:

·       Min 5 Years Experience in the Financial/Equities Industry, managing sizable AUM, building client’s plans, handling an abundance of Activity.

·       Minimal License Requirements: Series 6, 63, 65, Life and Health

Base salary plus commission/renewals. Unlimited financial growth potential.

Who we are:

Certified Financial Services, LLC is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. We take a holistic approach to financial planning, focusing on all aspects of our clients’ needs: financial planning, retirement, family and education planning, estate planning, as well as all required protection planning needs.

About Park Avenue Securities LLC

Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier – when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you’re able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You’re also in a prime position to enter new markets you hadn’t before considered. As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There’s never been a better time to take the avenue towards your success.

About Guardian

A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide.

Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Certified Financial Services LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 0H09512. 2024-168159 Exp 2/2026

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