Guardianlife
New York, New York

Wealth Management Planning Team Leader

Hybrid$132,420 - $217,545/yrPosted Apr 29, 2026

Job details

Location
New York, New York
Work type
Hybrid
Compensation
$132,420 - $217,545/yr
Posted
Apr 29, 2026
Apply on
guardianlife.wd5.myworkdayjobs.com

About this role

Leadership role overseeing a wealth management advisory team; 10+ years in wealth management with 5+ years in leadership; CFA/ CFP preferred; Bachelor's degree required.

What you'll do at Guardianlife:

  • Lead advisors
  • Drive growth
  • Develop client journey

Apply to this Wealth Management Planning Team Leader role at Guardianlife with a tailored resume on ApplyBolt.

About Guardianlife

Guardianlife
New York, New York